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So far PFEEF has created 389 blog entries.

33% of Americans Are Making a Major Money Mistake

Retirement is a period of life that's apt to cost money. It may not cost quite as much money as your working years, but seniors still have bills to pay. [...]

By | 2019-07-19T09:19:09-05:00 July 19th, 2019|Categories: Financial Literacy|Tags: , , , |Comments Off on 33% of Americans Are Making a Major Money Mistake

Artificial Intelligence: Charting a new course for financial wellness

The past few years have been a race for relevance for wealth managers, with the financial services sector undergoing massive changes. Customer expectations, regulatory developments and the increasing impact of [...]

By | 2019-07-09T07:05:00-05:00 July 17th, 2019|Categories: Financial Wellness|Tags: , , , |Comments Off on Artificial Intelligence: Charting a new course for financial wellness

Driving Financial Wellness at Work

Plan participant demand for workplace advice and education is at an all-time high. More than half of employees would like workplace education that will help them improve their financial well-being, [...]

By | 2019-07-09T06:43:41-05:00 July 15th, 2019|Categories: Financial Wellness|Tags: , , |Comments Off on Driving Financial Wellness at Work

Education ‘Not Enough’ to Deliver Effective Financial Wellness Program

Many employees continue to struggle with competing financial priorities, prompting 401(k) providers to create solutions through financial wellness programs, but it will require more than educational content, a new report [...]

By | 2019-07-08T02:32:33-05:00 July 12th, 2019|Categories: Financial Wellness|Tags: , , , , |Comments Off on Education ‘Not Enough’ to Deliver Effective Financial Wellness Program

Lack of financial education leaves over half of young adults needing parental help for living costs

It has been found that 35% of 35–44 year olds receive regular financial aid from their parents, with 24% saying they could not afford their lifestyle if it weren’t for [...]

By | 2019-07-08T02:28:33-05:00 July 10th, 2019|Categories: Financial Education|Tags: , , |Comments Off on Lack of financial education leaves over half of young adults needing parental help for living costs

84% of millennials and Gen Z failed this retirement quiz

The vast majority of workers under the age of 34 lack basic knowledge about their 401(k) retirement plans, according to the new Financial Wellness in the Workplace Study from Fisher Investments 401(k) [...]

By | 2019-07-08T02:36:09-05:00 July 8th, 2019|Categories: Financial Literacy|Tags: , , , |Comments Off on 84% of millennials and Gen Z failed this retirement quiz

Financial literacy skills have taken a nose dive since the Great Recession

It’s been a decade since the Great Recession’s upheaval, and while some measures of Americans’ economic well-being have recovered like the unemployment rate, their financial literacy isn’t one of them. Between [...]

By | 2019-06-26T14:52:41-05:00 July 5th, 2019|Categories: Financial Literacy|Tags: , , , |Comments Off on Financial literacy skills have taken a nose dive since the Great Recession

Financial Wellness Programs Need to Become Personalized

With a solid economy and the jobless rate at a 49-year low, one would expect that financial stress among workers would be on a steady decline. However, according to “PwC’s [...]

By | 2019-06-25T08:11:34-05:00 July 3rd, 2019|Categories: Financial Wellness|Tags: , , , , |Comments Off on Financial Wellness Programs Need to Become Personalized

Financial Prosperity Eludes Many Americans Despite Growing Economy

As the gap between the Haves and the Have-nots continues to widen, cash-strapped Americans are failing to save money, struggling with student loan debt and facing decreasing financial literacy, despite [...]

By | 2019-06-24T08:40:00-05:00 July 1st, 2019|Categories: Financial Education|Tags: , , , |Comments Off on Financial Prosperity Eludes Many Americans Despite Growing Economy

Do employer-sponsored financial wellness programs actually have long-term impact?

According to a 2018 study by Northwestern Mutual, 21 percent of Americans have no retirement savings and an additional 10 percent have less than $5,000 in savings. A third of Baby Boomers currently [...]

By | 2019-06-24T07:03:22-05:00 June 28th, 2019|Categories: Financial Wellness|Tags: , , , |Comments Off on Do employer-sponsored financial wellness programs actually have long-term impact?
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