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

The LearnLux Financial Wellness Blog

Why Certified Financial Planner™️ Sabrina Chose LearnLux for the Next Chapter of Her Career

We are proud to announce the newest expert to join the LearnLux Certified Financial Planner™️ team. Welcome Sabrina LaFleur, CFPⓇ!

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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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Fiduciary vs Suitability in Financial Guidance, and Why All Employers Should Know The Difference

Do you know who to trust when it comes to financial advice? There’s a lot of confusion out there, so let’s jump right in and clear things up.

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Searching for the best workplace financial wellbeing program? Choose one that's independent (not affiliated).

Ask any employee benefits professional if they’d let a credit card company come into the office and try to educate and sign up their employees. We bet you’d hear a resounding “NO.”

Yet, many workplace programs that call themselves “financial wellbeing” make their money by selling financial products and services. 

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

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

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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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I'm a Fiduciary Financial Planner. Here's What That Actually Means.

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 workplace financial wellbeing benefits, and hope to bring guidance and support to your employees. Either way, you might be considering the help of a financial planner.

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Explore workplace financial wellbeing.

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