Special Report

Financial Wellness

Benefits advisors and their employer clients are increasingly seeking information and guidance about offering financial wellness plans to their employees. Financial wellness can encompass many things, from financial education to voluntary products to budgeting and financial tools and more. This special report covers financial wellness from many perspectives, providing insight and strategies to help in the decision-making process.

News

For most Americans, financial capability, stability and confidence are no longer improving: study

Study finds both the amount and quality of financial education correlates positively with healthy financial behaviors.

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The latest findings from the FINRA Foundation’s National Financial Capability Study suggest that key measures of Americans’ financial capability may have plateaued after six year of substantial improvements. For the majority of Americans, financial capability, stability and confidence are no longer improving in step with the economy.

The NFCS was first conducted in 2009 and then repeated every three years, its aim to benchmark key indicators of financial capability and evaluate how these indicators vary with underlying demographic, behavioral, attitudinal and financial literacy characteristics.

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