Workplace Financial Wellness

A Physician Perspective on Offering Financial Wellness


I was working full time as a family physician during the Recession of 2008-2009. I saw directly the effects of the economic challenges that so many of my patients were suddenly experiencing. Patients and their spouses or children were losing their jobs.

Supporting Your Employees Through Life Events


As a human resource manager, you have had the most challenging job of all. Human resources centers around people—the people who make your organization’s identity. As HR professionals, you support colleagues, some of who are their closest friends. You help your peers navigate payroll, benefits, training sessions, best practices, hiring, terminating, furloughing, and much more. These business functions were tough enough to manage before the pandemic, sometimes even underappreciated, but now you have to show up, encourage your peers, and roll out and communicate this changing work dynamic in a world full of unknown, not just for them but for you.

The Cost of Delaying Medical Treatment


We surveyed over 26,000 full-time working adults who have employer-sponsored health care coverage, and over 20% were currently delaying medical or dental care because of the cost. Taking control of your finances shouldn’t mean the choice of being healthy or unhealthy. But unfortunately, for one out of every five insured adults surveyed, it does.

Navigating the Wellness Ecosystem


The Wellness Industry has changed significantly over the last few years, and those changes play an essential role in the wellness vendor ecosystem. For years comprehensive wellness vendors dominated a large portion of the market.

Adding a Financial Wellness Solution to your Benefits Offering


Step 1: Survey, Your Population – understand your populations wants and needs. Take a look at your employee’s overall health and interests.

5 Tips for Launching a Workplace Financial Wellness Program


When it comes to launching a successful financial wellness program, several factors can drive program success. Investing in a program is a significant first step, but it’s also essential to have a strategy when it comes to launching the program.

What is Financial Wellness


Financial wellness is achieved by taking on “healthy” financial habits. It means being able to be proactive with sensible money habits.