Happy 4th of July! We’re taking the day to relax, recharge and reflect. Enjoy a safe and joyful holiday, everyone! #FromHereForward
Edelman Financial Engines
Financial Services
Santa Clara, California 32,336 followers
We believe everyone deserves to move their financial life forward.
About us
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
- Website
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https://www.edelmanfinancialengines.com/
External link for Edelman Financial Engines
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- Santa Clara, California
- Type
- Privately Held
- Founded
- 1987
- Specialties
- Investment Management, 401k Rollovers, Retirement Planning, IRAs, and Financial Planning
Locations
Employees at Edelman Financial Engines
Updates
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High interest rates, low inventory, and persistent inflation mean buying a home is more expensive and more difficult than it was even just a few years ago. Our wealth planner Kathryn Harding encourages thoughtful planning and budgeting to reach your goals. Whether downsizing or waiting out the market, it’s important to consider your long-term needs. Learn more in our Everyday Wealth in America report: https://bit.ly/3ysIC0O #FromHereForward
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Suddenly jobless in her 60s, interior designer Janice Young needed a plan to stay afloat until retirement. Wealth planner Isabel Barrow guided her to financial stability, recommending a steady pension and delaying Social Security. Read more in Jean Chatzky’s insightful AARP article: https://bit.ly/3zbkEHK #FromHereForward
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Can’t stop scrolling? According to our Everyday Wealth in America report, social media is affecting financial self-esteem and creating pressure to keep up with digital Joneses’. Our wealth planner Isabel Barrow advises setting guardrails, reducing screen time, and focusing on personal financial goals. Discover more of our findings: https://bit.ly/3ysIC0O #FromHereForward
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Our planner Michelle Muhammed delves into the often-overlooked financial implications of divorce. From unexpected tax liabilities to the true cost of dividing retirement accounts, Michelle provides actionable insights to help divorcees navigate a challenging time while sticking to their long-term financial goals. Read more in TheStreet: https://bit.ly/4eku17V #FromHereForward
Divorce's Hidden Costs: What You Need to Know Before You Split
thestreet.com
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Edelman Financial Engines reposted this
Award-Winning Diversity, Equity, Inclusion (DEI) Leader | Colleague Empowerment | Talent Development
We are at it again! I am so proud to be part of Edelman Financial Engines, broadening financial education across our communities! Thank you, Dre Woodberry for bringing us in to share the Dollar Sense program within the The Possible Zone community. Thank you to my colleague, Clarence Haynes Jr. for facilitating this program and your everlasting drive to share your expertise with others. Financial literacy can change lives and prepare us all for a better future, one decision at a time. “Financial illiteracy is not an issue unique to any one population. It affects everyone: men and women, young and old, across all racial and socioeconomic lines. No longer can we stand by and ignore this problem. The economic future of the United States depends on it.” President’s Advisory Council on Financial Literacy #FromHereForward
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The "4% rule" is often seen as a starting point to safely withdraw from your savings in your first year of retirement – but it may not work for everyone. Factors like taxes, inflation, and personal goals can impact its effectiveness. Learn how a financial advisor can help tailor this approach to your unique retirement situation: https://bit.ly/4aM2dq2 #FromHereForward
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With no drop yet in interest rates this year, how should investors weigh the importance of economic data? Our Chief Investment Officer, Neil Gilfedder, unpacks the complexities of today's market and explains why it's crucial to look beyond single data points. #FromHereForward
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With the general economic uncertainty in recent years, fewer people are feeling wealthy than ever before. In fact, our Everyday Wealth in America study found that only 14% of Americans defined themselves as feeling wealthy. Our wealth planner Andy Smith discusses how wealth is really about more than just your portfolio or the money in your accounts. Learn more here: https://bit.ly/3ysIC0O #FromHereForward
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Edelman Financial Engines reposted this
Award-Winning Diversity, Equity, Inclusion (DEI) Leader | Colleague Empowerment | Talent Development
In honor of #Juneteenth, our BEACON Employee Resource Group (ERG) at Edelman Financial Engines hosted a session with our colleagues on How History Impacts Perspective with Dr. Marcus Collins. In the past two years, because of the BEACON ERG Leadership Team, we’ve been fortunate to learn the significance and criticality of Juneteenth to our shared history through stories of speakers' ancestors from Cheryl Wills and Sam Collins. This year, we learned just how important the stories we tell are to shaping our perspective of people and events, ultimately influencing how we react and take in news and media. We learned that our perspective and opinions are largely influenced by the stories that those around us tell. We need to take responsibility for telling better stories that acknowledge that history and current events are usually not as binary as the media or the stories we’re told make them seem. WE need to embrace the gray, and go out of our way to learn the stories that are not being fed to us. Thank you, Dr. Marcus Collins, Jennifer Maccannon, Treymane Christopher, MBA, and Michelle Muhammed, CFP®, ChFC®, CDFA® for challenging each of us to tell better stories. Thank you to Ingrid Harb and NOTA Inclusion for always recommending stellar speakers! #FromHereForward