We Help Employees Feel Good About Their Finances

The LearnLux Financial Wellness Blog

Anthony Carlton

Anthony Carlton

Recent Posts

by Anthony Carlton on 3/19/20 2:18 PM

How to Help Employees Deal with the Financial Impacts of COVID-19

In the midst of global panic, employers are doubling down on efforts to protect the wellbeing of their employees. 

A tall order, no doubt. COVID-19 doesn’t just pose a threat to your team’s health. It’s also affecting their personal finances in a big way. 

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by Anthony Carlton on 2/28/20 1:59 PM

Financial advisors: No longer just for high earners and investors.

Let’s bust a common myth about financial advisors. "They’re only for high-earners and millionaires who need investment advice."  

financial advisors

by Anthony Carlton on 2/12/20 3:19 PM

I’m a Financial Advisor, and these are the 5 questions employees ask the most.

Managing your finances can feel like a confusing puzzle on and off the clock. Most of us want clear cut answers telling us how to spend, save, pay off debt, and handle big decisions. 

But money is personal, and the best advice I can offer to one employee doesn’t always apply to everyone’s situation. Even so, employees of all demographics and pay grades are asking the same questions.

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by Anthony Carlton on 1/15/20 2:58 PM

I'm an independent Financial Advisor. Here's what that ~actually~ means.

Everywhere you look there’s advice on how to make this ‘your’ year the one where you exercise more, eat healthier, and get your financial life in order. 

On a personal level, you might have set a goal to save more, pay off debt, and creating a plan for your money this year.

As a benefits professional, you might have noticed the growing trend of financial wellness, and hope to bring guidance and support to your workplace. Either way, you might be considering the help of a Financial Advisor.

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by Anthony Carlton on 11/21/19 2:34 PM

Financial Stress and Insomnia: The Workplace Impacts You Can’t Afford to Ignore

Sleep impacts the overall wellbeing of your organization, and money-related stress is preventing your employees from getting enough.  

According to a 2019 survey by Bankrate.com, more than half of American adults are losing sleep over financial stress.

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by Anthony Carlton on 11/4/19 4:03 PM

Could your HSA be a powerful retirement savings tool? Financial Advisors say yes.

With open enrollment in full swing, it’s time for your team to review their health insurance options. A common approach is to check the same box as last year, leaving your health insurance unchanged for another 12 months. 

In making this quick, uninformed decision, most employees aren’t aware of potentially missing out on a powerful retirement savings tool. 

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