TD Magazine

Financial Planning Included

By ATD Staff

Friday, April 1, 2022

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Four jars with money in them, each labeled for each generation. Three rolls of money, a few loose bills, and some loose coins.
Top three desired ways employees want employers to help:
Gen Z: Knowing how much to save to meet goals, how to build their credit score, how to manage their debt
Gen Y: Knowing when they can retire, how to make the most of their, retirement account, how much to save to meet goals
Gen X: Knowing when they can retire, how to make the most of their retirement account, choosing investments for their retirement account
Baby boomers: Knowing when they can retire, how to make the most of their retirement account, choosing investments for their retirement account

74% of US employees don’t have a financial advisor.
3/4 of Gen Z, Gen Y, Gen X, and baby boomer workers think it’s important that employers offer programs about managing finances.
Source: Future of Money Study, Logica, 2022

About the Author

ATD Staff

The Association for Talent Development (ATD) is a professional membership organization supporting those who develop the knowledge and skills of employees in organizations around the world. The ATD Staff, along with a worldwide network of volunteers work to empower professionals to develop talent in the workplace.

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