Mark Singer, Financial Literacy Toolbox
22 posts
Mark Singer, CFP®, AIF® is the President and Co-Founder of Financial Literacy Toolbox. Mark is a leader in the world of financial education. Mark is the author of three books, a frequent speaker at events, and is the creator of The Financial Literacy Toolbox, a virtual resource center to help financial advisors, wellness providers, and institutional retirement services firms change the conversation about financial wellness.
Drowning in Debt: Its Effect on Workplace Productivity
One of the main reasons for a lack of adequate retirement preparedness is that employees are drowning in…
October 31, 2018
How to Move 401k Financial Wellness from Idea to Execution, Part 3
The final installment of the three-part series chronicles the results of a groundbreaking nine-month study completed last year,…
February 27, 2018
How to Move 401k Financial Wellness from Idea to Execution, Part 2
In the first of our three-part series, I chronicled the need to deliver financial wellness. This need is…
February 12, 2018
How to Move 401k Financial Wellness from Idea to Execution (Part 1)
Financial wellness is a hot topic. It’s discussed, written about and analyzed at conferences. Moving from simply talking…
January 24, 2018
Why American Workers Aren’t Preparing for Their Financial Futures
In 2015, HSBC Bank released a document entitled A Balancing Act. They had begun collecting data a decade…
December 21, 2017
4 Measures of 401(k) Financial Wellness Success
A 2016 employee survey from PwC revealed that 52 percent of respondents found managing their finances to be…
November 16, 2017
4 Ingredients in Successful Financial Wellness Programs
We know employees are not saving enough for retirement. We also know that traditional methods of presenting retirement…
October 6, 2017
Impact of Employee Financial Stress Higher Than Thought
Financial pressures are impeding the job performance of nearly one out of four employees, and almost as many…
May 10, 2017
Financial Wellness: How Student Debt Crushes Workplace Productivity
It’s an old saying, but particularly relevant; “To get a good job, get a good education.” It embodies…
April 4, 2017
How to Change the 401k Financial Wellness Conversation
“It can’t wait until tomorrow; it has to begin today.” —Bob Benish. Common sense is a valuable commodity.…
March 8, 2017