Who can you trust when it comes to financial guidance? For employers and employees alike, there can be a lot of confusion.
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Ⓡ!
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.
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.
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.
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.
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.
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.
Let’s bust a common myth about financial planners. "They’re only for high-earners and millionaires who need investment advice."
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.