A recent survey reported that 80% of respondents had at least some level of financial stress; 27% reported high or overwhelming stress. A second survey found that 72% of Americans live from paycheck to paycheck, which means they sometimes have difficulty paying their basic expenses. Surprisingly, a recent survey found that nearly half (49%) of baby boomers are among those living paycheck to paycheck. In other words, most people are anxious about their financial well-being.
Vestwell's Retirement Trends Report, which is based on a survey of over 1,300 employees, 500 advisers and 250 small-business owners in the United States, is insightful. The findings relay the idea that integrating an adviser's services with your benefits package can set your company apart from competitors.