SageView Advisory Group’s Post

Bob is spot-on! If you're looking for a discussion on Financial Wellness for your employees, or have any questions on how you can improve your Retirement Plan, reach out to me for a one-on-one!

For a retirement plan to be successful, education is critical. Yet, “financial wellness” can often be an afterthought with so many competing priorities for Plan Sponsors. There’s no one-size-fits-all with education, but time and again we’ve seen that personalization works, especially when it includes one-on-one, face-to-face conversations with plan participants. Thanks to Financial Advisor Magazine for sharing my thoughts on this important topic. @SageView Advisory Group #PersonalSAGE

This is a topic that I feel really passionate about as it relates to financial wellness. I am a saver by nature, but I also know that my time with my kids is fleeting. Finding out how much I really have to save vs. what I can comfortably spend was powerful. Time to book a trip! #Breakwatercapitalgroup #financialwellness #wellness

On 20 June, attendees at REBA Wellbeing Congress will be able to get just out-of-the-box insights from Hymans Robertson Personal Wealth with their latest research on the financial wellbeing of those in Generation X.   Join this session with Julie Hammerton (Managing Partner, Hymans Robertson Personal Wealth) on what motivates mid-lifers and explore: ✅ What strategies can you use to engage a busy generation with their finances?  ✅ How confident are people about retirement?   ✅ Do Gen Xers understand the trends that have made their situation more challenging?   ✅ Financial wellbeing impact on general wellbeing  ✅ Savings behaviours and habits of this generation  ✅ What expectations this generation has of their employers  ✅ Case studies of the impact of financial wellbeing strategies Secure your place today: bit.ly/rebawellbeing2024 #rebawellbeing #employeebenefits #rewardstrategy #financialwellbeing

While retirement-focused benefits are undeniably crucial, achieving a long-term financial focus can be a bridge too far for some employees. To provide a well-rounded and competitive benefits package today, it's imperative to strike a balance between short-term and long-term financial wellness benefits. For more insights on how to remedy your financial wellness programs, check out this article. 💰 💸 #employeebenefits #HRtech #financialwellness https://lnkd.in/efVr57Es

The psychological toll of inflation on employees' financial wellness is an important consideration, and is having a negative impact on employees' mindset toward their financial well-being. #RetirementSavings #EmployeeBenefits #FinancialWellness #FinancialWellbeing

When are you taking your #SocialSecurity benefits? Considering the timing can help maximize your benefit.

In a recent survey of 4000 respondents, 70% expressed interest in utilizing an advisory service, with 20% considering it and only 10% showing no interest. Discover the key components for a successful Financial Wellness plan for your employees by reaching out to me on LinkedIn. #CAPTRUST #PLANSPONSOR

January is Financial Wellness Month – time to focus on your financial health! Did you know that 70% of American households live paycheck to paycheck, impacting not just their retirement savings but also business productivity? January's Financial Wellness Month is our reminder to prioritize our financial well-being, especially after the holiday season's spending spree. At FRS, we understand that financial wellness is more than just managing money; it's about a secure relationship with your finances, covering everything from earning to spending and saving. Our Financial Wellness Solutions are designed to empower your employees with the knowledge and tools to take control of their finances, leading to increased productivity and reduced stress in the workplace. We offer tangible metrics to track improvements in your team's financial health, focusing on crucial areas like retirement savings, debt repayment, and budgeting. Start the new year with a commitment to financial wellness – for you and your employees. Let FRS guide you towards a more financially secure future. Reach out: https://lnkd.in/gwvTfKN #FinancialWellnessMonth #FRSFinancialHealth #SecureYourFuture

Financial wellness Financial wellness refers to the state of having a healthy relationship with your finances, characterised by a balance between income, expenses, savings and investments. It encompasses various aspects of financial health, including budgeting, debt management, savings, investing, and planning for future financial needs. Here are the key components of financial wellness: 1. Budgeting 2. ⁠Savings 3. ⁠Debt management 4. ⁠Investing 5. ⁠Insurance 6. ⁠Retirement planning 7. ⁠Financial education 8. ⁠Setting financial goals 9. ⁠Financial independence Tips for achieving financial wellness: 1. Track your spending 2. ⁠Automate saving 3. ⁠Plan major expenses 4. ⁠Seek financial coaching 5. ⁠Insurance coverage 6. ⁠Regular savings plan 7. ⁠Access to liquid funds Refyne for example helps employees through their organisations to achieve financial wellness. Organisations have now realised that financial wellness has a direct impact on mental wellness. Both are interlinked and need to be addressed for a healthy and happy life. #SanjayDrishti #financialwellness #wellness #happiness #mindset #investments #tips #financialfreedom #mindfulspending #moneymanagement #financialsuccess #financialcoach #moneytips #moneytransformation #wealthmanagement #financialsecurity #personalfinance #investinyourself #financialwellbeing