Browsing Tag
401(k) Financial Wellness
857 posts
401(k) financial wellness, in the context of a 401(k), means having the confidence and security of knowing your finances are in good shape and you’re on track for your long-term financial goals, including retirement. This involves managing your money well, being prepared for unexpected expenses, and having a plan for the future.
Financial Optimism – Especially Among Republicans – At Near Record-High Level
Americans' financial optimism is at a 20-year high, with 69% expecting improvement next year despite economic uncertainties.
3 Reasons for Early Retirement: What Matters Most?
The Center for Retirement Research at Boston College asks and answers an important question, “More than a third…
Good Wills: Why 401(k) Participants Need a Plan in Place
Legacy planning over 50 ensures peace of mind, reduces family burden, and secures your wishes for health, finances, and memories.
Employees Hungry for 401k-Like Plans to Tackle Student Loan Debt
College is known for creating hangovers, but few are more painful than the financial ones caused by student…
A Serious Drive to Better Financial Wellness
Recent 401(k) Specialist cover subject Jamie Linkowski pointed to potential disaster that comes from a financial wellness fail.…
Intellicents University Launched with Financial Wellness Curriculum
Need an indication of the demand for financial wellness? Consider: They’re a few of the reasons investment and…
Americans’ Financial Satisfaction Drops for the First Time in Two Years
This too shall end. The number nerds at the American Institute of CPAs (AICPA) note that market volatility…
5 Financial Wellness Trends for 2019
Financial wellness is evolving in 2019 with tech, pilots, and coaching shaping comprehensive programs for advisors and participants.
Furloughed Federal Workers Pull Funds from Retirement Accounts
“Growing numbers of federal workers have been tapping their retirement funds in a sign of how the government…
Rhode Island to Provide Personal Finance Education in Public Schools
It may be the smallest state in the union, but it’s undertaking a big initiative—starting students on the…