Mark Singer

Creator

Connect with Mark

Singer, CFP, is the author of three books, a frequent public speaker and the creator of The Financial Literacy Toolbox, a virtual resource center to help financial advisors, wellness providers and institutional retirement services firms change the conversation about financial wellness. To receive a free copy of Mark’s newest book “The New Financial Wellness: Changing the Conversation” please contact him at mark@financialliteracytoolbox.com, or go to his website at www.financialliteracytoolbox.com.

Financial wellness

Benefits Think How to speed up financial wellness learning? Simplify it

Starting small, with financial checklists and cash flow worksheets, can have a large impact on plan participants.

June 27

Financial wellness

Benefits Think How to speed up financial wellness learning? Simplify it

Starting small, with financial checklists and cash flow worksheets, can have a large impact on plan participants.

June 13

Financial wellness

Benefits Think 5 steps to an effective financial wellness program

Employing a range of learning methods, moving the participant to action, and measuring the impact of program initiatives can lead to long-term success through easily understandable information.

June 11

Financial wellness

Benefits Think Delivering meaningful financial wellness to employees

Employers and plan sponsors must define what “financial wellness” really means to their workers.

May 8

Financial wellness

Benefits Think Delivering meaningful financial wellness to employees

Employers and plan sponsors must define what “financial wellness” really means to their workers.

May 7

Financial wellness

Benefits Think Moving from the idea of financial wellness into a plan of action

Employees are struggling with financial concerns and employers need to heed their calls for help.

April 20

Financial wellness

Benefits Think Moving from the idea of financial wellness into a plan of action

Employees are struggling with financial concerns and employers need to heed their calls for help.

April 13

Financial wellness

Benefits Think Workplace stress: A new front for advisers

When employees are distracted by financial pressures, productivity dives. Here’s how advisers can help their clients mitigate the effects.

March 7

Financial wellness

Benefits Think Building financial wellness plan success one client at a time

Low participation rates shouldn’t stop advisers from offering the service, but rather provide an opportunity to gather success stories and improve engagement.

November 20

Financial wellness

Benefits Think Why emphasize 401(k) financial wellness?

By identifying and then treating issues that are hindering a variety of savings goals, employers can help workers feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

September 20

Financial wellness

Benefits Think Why emphasize 401(k) financial wellness?

By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

September 19

Retirement planning

Benefits Think 401(k) auto-enrollment is great, until it’s not

Employees often don’t save enough, and few utilize auto-escalation.

August 28

Retirement planning

Benefits Think 401(k) auto-enrollment is great, until it’s not

Employees often don’t save enough, and few utilize auto-escalation.

August 23

Retirement readiness

Benefits Think How to get 401(k) participants to think long-term

Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.

July 3

Retirement readiness

Benefits Think How to get 401(k) participants to think long-term

Reach employees where they are by incorporating solutions to current financial problems into the retirement saving process, says adviser Mark Singer.

June 29

Retirement readiness

Benefits Think How retirement savings education is falling short

The financial stressors that are most important to workers are not being addressed, says Mark Singer.

June 2

Retirement readiness

Benefits Think Retirement advisers have work to do in connecting with employees

The financial stressors that are most important to workers are not being addressed, says Mark Singer.

May 19

Benefits Think Target employee financial needs by finding the right technology

Don’t be afraid to mix and match platforms in order to reach a wider swath of the workforce, says financial adviser Mark Singer.

February 15

Benefits Think Target employee financial needs by finding the right technology

Don’t be afraid to mix and match platforms in order to reach a wider swath of the workforce, says financial adviser Mark Singer.

February 2

Financial stress

Benefits Think How to help distressed employees during tough financial times

It is in the best interest of every company to help workers experience success, says adviser Mark Singer.

January 30