Financial Education (Canada)

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Financial Stress Takes a Toll on Workers: How Employers Can Help 
Cara McMullin
 

Financial Challenges Like Emergency Expenses and Basic Living Costs Impact Worker Performance  April 2 is National Employee Benefits Day, celebrated annually to recognize those working in employee benefits and the important role they play in their colleagues’ well-being. The 2025 theme is […]

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The Real Savings of Financial Wellness
Ashton DeMoss, CWP
 

According to Forbes, over 60% of employees report being stressed due to their financial situation. This stress can negatively affect both physical and mental health and even personal relationships, including those with colleagues. However, when financial stress is reduced, employees report being […]

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Implementing a Practical Financial Wellness Program
Anne Newhouse, CEBS
 

The global workforce is rapidly changing due to a complex combination of trends, including an aging population, an increased reliance on technology, changes in customer and individual preferences, and flexible work opportunities, to name just a few. These global changes are also […]

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The Dangers of Credit Illiteracy: Three Takeaways for Employees and Organizations
Amanda Wilke, CEBS
 

Forty-five percent of employees find their debt level overwhelming. It is always on their mind, weighing them down, creating mental and physical health implications. Much of the struggle comes from employees not understanding how credit and debt work together. Credit is the […]

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Decumulation Challenges and Solutions for Plan Members: Three Takeaways
Amanda Wilke, CEBS
 

Decumulation, the concept of income for life, can be considered “the nastiest, hardest problem in finance,” according to William Sharpe, a Nobel prize winner in Economics. The concept is challenging because the uncertainty of someone’s lifespan makes it difficult to know what […]

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Money Savvy Kids: How Plan Sponsors Can Help Build Financial Capability for Families
Kathy Bergstrom, CEBS
 

April is National Financial Capability Month in the U.S., which represents an opportunity for employers and plan sponsors to help their employees and plan participants boost their money skills. One audience, however, that employers may not typically consider for financial education is […]

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Education Benefits for Recruiting and Building Talent
Anne Patterson
 

Could education benefits help your organization recruit and retain talent? Tune into the latest Talking Benefits episode to get “schooled” on the various options available to employers in this area. The episode covers: Give it a listen to find out how your […]

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Capitalizing on Multi-Asset Credit Strategies in Uncertain Times
Tim Hennessy
 

Has your budget kept pace with the growing expense of your everyday needs? Are inflation, rising interest rates and market instability making you anxious? You’re not alone—Everything is more expensive and increasing interest rates and economic uncertainty add additional complexity for investors […]

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