Financial Wellness

How to launch a Financial Wellness Platform for your employees

You don’t have a Financial Wellness Platform for your employees? No problem!  Along with so many other companies, you know that your employees are looking for more financial wellness options. They want solutions they can use now vs. the traditional financial wellness tools like 401(k)s.  A Financial Wellness Platform that offers solutions from No credit […]

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How to build generational wealth (p.s. it’s not too late to start!)

Written by Elisa Franco, Digital Marketing Director at EvoShare Families and individuals from all walks of life aspire to build wealth. Especially those in low to moderate earning households, but where to start? Acknowledging that low to moderate earning households have goals for holding and building wealth is where we begin. Disregarding this simple truth

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Holistic approach to money–borrowing, saving, planning and spending

Taking a holistic approach to money is really all about goal-setting.  Rather than the traditional approach to financial planning of looking from the bottom-up–think looking at what you can spend now, using numbers like your age and income to determine how much you should save/spend now–holistic financial planning is more of a top-down approach.  Top-down

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Why your employer should care more about financial wellness solutions

Unfortunately, financial stress is still alive and well.  Earlier this year, 63% of workers claimed their financial stress has increased since the start of the pandemic, according to PwC’s 2021 Employee Financial Wellness Survey. Now, with the Delta variant taking hold of the nation who knows what that will do to the economy and personal

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Should saving still be a priority if I have debt?

Which should you do first: build your emergency savings fund or pay down debt? Right now… 56% of Americans are living paycheck to paycheck 70% of Millennials specifically are living paycheck to paycheck (more than any other generation!) 69% of adults have less than $1,000 in their savings account Average American debt stands at $6,270

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