The LearnLux Financial Wellbeing Blog

Creating a world where having a financial plan is never out of reach.

Fiduciary Financial Planning for Employees

Who can you trust when it comes to financial guidance in the workplace? For employers and employees alike, there can be a lot of confusion.

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I'm a Certified Financial Planner™️ and this is why I chose to work at LearnLux.

The LearnLux Certified Financial Planner™️ team is growing fast! We are proud to welcome Mamie Wheaton, CFPⓇ on our mission to bring financial guidance to the modern workplace.

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I’m a Financial Planner, and These Are the Five Questions Pharmaceutical Employees Ask the Most

Pharmaceutical employees are highly educated and excel in their demanding careers. Like most Americans, however, they might not feel as confident when it comes to managing their finances.

Each employee's financial situation is unique, so there's no such thing as one-size-fits-all guidance for employees in Pharma. Even so, across a wide range of employee demographics, geographies, and life stages, many are asking about the same topics. As a Certified Financial Planner™️ at LearnLux, I see high-level trends and FAQs unite even the most diverse workforces.

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Support employees through these three major life events with financial wellbeing benefits

What motivates someone to seek financial guidance? Investment advice is one reason, but it’s not the most common. People look for financial guidance when it’s time to make a big decision, especially for the first time.

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I’m a financial planner, 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 a planner 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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Explore workplace financial wellbeing.

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