Featured Coverage
Research and Partners
Edelman Financial Engines, in partnership with the America Saves Week team, the Bipartisan Policy Center and Funding Our Future, recently conducted research to examine current employee sentiments surrounding their finances, as well understand how prepared employees are for a true financial emergency. Here you can explore key findings from that research as well as several resources to help your employees save.
401(k) Loans, Withdrawals and Management
Managing Emotions and Self-Care
Actions to Consider Right Now
America Saves, a campaign managed by the nonprofit Consumer Federation of America, motivates, encourages, and supports low- to moderate-income households to save money, reduce debt, and build wealth. The following are resources provided by the America Saves Week team to help your employees save.
Partner Resources
Do you have access to retirement help from Edelman Financial Engines?
After the stock market’s recent losses, it’s understandable if you’re worried about how to move forward with retirement planning. Edelman Financial Engines can help you better prepare for retirement with a review of where you stand with your finances and retirement savings.
Schedule a Financial Review with an Edelman Financial Engines advisor and:
- Discuss your financial hopes and dreams
Review your personal goals and progress. - Create a retirement income analysis
Find out whether you’re saving enough and whether your money will last through retirement. - Develop personalized strategies to reach your goals
Circumstances change, especially during this time of uncertainty. An advisor can help you adjust your plan to keep you on track.
1 The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2As of September 30, 2020.
Exclusive Research
With a woman serving as vice president for the first time and a record number of women in Congress, it might seem like we’ve come a long way. But we haven’t gotten very far at all.
The vast majority of U.S. employees are not as prepared as they need to be to shoulder an unexpected financial expense or long-term loss of income. While few can predict when the “storm” will come, when it does, some will have protection, but others will be far more exposed.
In the face of all the challenges 2020 presented, many U.S. employees are still optimistic about their financial future. That said, hope is not a financial plan and some employees are still struggling significantly, with clear inequities across race, gender, and income.
Emergency Savings Resources
Edelman Financial Engines Resources
We're Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by Barron’s1, with 150+ offices across the country and entrusted by more than 1.2 million clients to manage more than $230 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
Spotlight on Women and Savings
About Us
Award-winning radio host Ric Edelman shares a simple four-step process that can help you save for your future.
You may have competing short-, mid- and long-term financial goals to save for. That’s OK. These tips can help you better achieve those goals.
Most Americans couldn’t cover a $1,000 financial emergency. Here's how to build a rainy-day fund.
Saving for retirement doesn’t have to be a challenge. This article shows you a simple way to increase your retirement savings.
Thought Leadership & Resource Center
America Saves
Featured Coverage
Majority of Working Americans are Optimistic About Their Financial Future, Even While Lacking Savings
