Financial Wellness Benefits Gaining Popularity

As financial wellness becomes an increasingly important topic for employees, it is important for employers to offer wellness benefit services that fit the needs of each of their employees. For example, upper management, partners, and executives may have more complex financial situations than other employees. 

Recognizing these challenges, many companies are expanding their benefits to include tailored financial wellness programs that can be customized to the needs of employees. In the long run, these enhanced offerings can provide benefits for the companies themselves. 

In the Crain’s 2025 Wealth Management supplemental, Caitlin Monahan, Managing Director at Clearstead, explains in greater detail:

• Why financial wellness is important
• The trends that are emerging in employer benefit offerings
• What some of the potential benefits are for companies who offer financial wellness benefits

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