Jean Chatzky

The Gender Gap is Still Very Real in Workplace Financial Wellness Programs

Retrieved on: 
Thursday, September 21, 2023

The majority of women (55%) hold their investments in an economic downturn as compared to 40% of men.

Key Points: 
  • The majority of women (55%) hold their investments in an economic downturn as compared to 40% of men.
  • When comparing what employees are looking for from these programs – and how they’re using them – the results were uneven by gender.
  • Women employees (40%) are more likely than men (32%) to say financial wellness feels like “being at peace (without financial stress).” And yet, significantly more men (28%) than women (18%) report a reduction in their own stress levels due to the financial wellness programs at their companies.
  • “At the end of the day, companies offer financial wellness programs so their employees can feel just that — financially well.

Americans Look to Annuities as Key Solution to Avert Retirement Income Crisis

Retrieved on: 
Wednesday, June 14, 2023

WASHINGTON, June 14, 2023 /PRNewswire-PRWeb/ -- The Alliance for Lifetime Income (ALI), the nonprofit consumer organization that educates Americans on how to protect their retirement, released the first wave of its multi-part 2023 Protected Retirement Income and Planning (PRIP) study today.

Key Points: 
  • In its fourth year, the annual study examines the rapidly changing retirement income planning landscape, including shifts in consumer attitudes and behaviors toward retirement savings.
  • According to the first chapter from the 2023 PRIP, Americans Change Retirement Savings Strategies, people close to retirement or recently retired are still not prepared.
  • "The retirement savings crisis is about to become a retirement income crisis, so we have to continue to do everything we can to help people better prepare – especially those close to retirement."
  • Once consumers are made aware of the new law, 77% say employers should offer protected retirement income (annuities) in 401(k) and 403(b) employer-sponsored retirement plans.

Less than half of women know how to make their money last in retirement

Retrieved on: 
Wednesday, May 18, 2022

WASHINGTON, May 18, 2022 /PRNewswire/ -- The Alliance for Lifetime Income and HerMoney's latest research finds that while nearly three in four (73%) women know what steps to take to build their retirement nest egg, less than half (47%) know how to make their money last throughout retirement. 

Key Points: 
  • Half (52%) of women rank running out of money as one of their top two concerns when it comes to retirement and retirement planning, including 46 percent of the highest earning women those with $200k or more in annual household income.
  • Women are looking for solutions to alleviate their concerns about running out of money.
  • Our vision is for a country where no American has to face the prospect of running out of money in retirement.
  • HerMoney delivers the information women need to manage their money so they can focus on their lives.

#1 New York Times Bestselling Author & Personal Finance Luminary Ric Edelman Releases a Fun, Practical Guide to Crypto--the New Frontier in Investments

Retrieved on: 
Wednesday, May 4, 2022

GREAT FALLS, Va., May 4, 2022 /PRNewswire/ -- Ric Edelman, the #1 New York Times bestselling author of 10 books, globally renowned personal finance expert, and host of The Truth About Your Future radio show and podcast, has announced the release of The Truth About Crypto, his latest, must-read guide for achieving investment success today and in the future.

Key Points: 
  • Blockchain technology, Edelman writes, is revolutionaryperhaps the most profound innovation for global commerce since the invention of the internet.
  • By the end of this decade, 70 percent of the global economy will be digital," said Ric Edelman.
  • "This book provides the most useful explanations about blockchain and digital assets, and how they are profoundly changing our economy.
  • "Gary L. Perlin, Retired CFO, The World Bank & Capital One Financial Corporation
    Ric Edelmanis a #1 New York Times bestselling author of ten books on personal finance.

WEX’s Health Division Strengthens Position as Industry Leader

Retrieved on: 
Thursday, February 25, 2021

To increase knowledge and U.S. consumer awareness of the benefits of HSAs, the Health division again partnered with Jean Chatzky, founder and CEO of HerMoney, on National Health Savings Account Awareness Day (HSA Day) on October 15.

Key Points: 
  • To increase knowledge and U.S. consumer awareness of the benefits of HSAs, the Health division again partnered with Jean Chatzky, founder and CEO of HerMoney, on National Health Savings Account Awareness Day (HSA Day) on October 15.
  • WEX executives shared thought leadership, insight, and expertise through virtual conferences and by being featured in the national news and industry trades.
  • This resulted in more than 688 million media impressions for 2020 and included coverage in CNBC, Cheddar, Forbes, and Yahoo.
  • WEX operates in more than 10 countries and in more than 20 currencies through more than 5,200 associates around the world.

WEX and Jean Chatzky Lead National Initiative to Help Americans Tackle the Rising Cost of Healthcare

Retrieved on: 
Tuesday, October 8, 2019

ET on National Health Savings Account Awareness Day (HSA Day), Tuesday, October 15.

Key Points: 
  • ET on National Health Savings Account Awareness Day (HSA Day), Tuesday, October 15.
  • Jean Chatzky, renowned financial expert and 2019 HSA Day education ambassador, will moderate the panel.
  • A wide spectrum of HSA participants will comprise the panel along with Chatzky, who will serve as an expert source of advice and best practices.
  • The majority of Americans who can take advantage of an HSA arent doing so, and we want to help change that, said Robert Deshaies, president, Health, WEX.

WEX’s Health Division Introduces National HSA Awareness Day Event, Partners with Renowned Financial Expert Jean Chatzky

Retrieved on: 
Wednesday, June 12, 2019

Today, the Health division of WEX Inc. (NYSE: WEX), a leading financial technology service provider, announced it has partnered with Jean Chatzky, founder and CEO of HerMoney, renowned financial expert, and best-selling author, to launch a new awareness initiative: National HSA Awareness Day.

Key Points: 
  • Today, the Health division of WEX Inc. (NYSE: WEX), a leading financial technology service provider, announced it has partnered with Jean Chatzky, founder and CEO of HerMoney, renowned financial expert, and best-selling author, to launch a new awareness initiative: National HSA Awareness Day.
  • As a 2019 educational ambassador for HSA Awareness Day, Chatzky will, along with WEXs Health division and its Partners, share the benefits and value of owning and using an HSA via social media using #LoveMyHSA leading up to HSA Awareness Day.
  • On October 15, Chatzky and WEXs Health division will co-host a live-streamed discussion about best practices for building financial preparedness for unexpected healthcare costs and will debunk myths and misconceptions about HSAs.
  • I am thrilled to team up with WEXs Health division on this educational mission, says Chatzky, who also hosts the HerMoney podcast.

Fish Tales: Daymond John, Jean Chatzky, and America's Money Mavens Advise Consumers on How to Save Money

Retrieved on: 
Thursday, April 4, 2019

However, according to a joint AARP-Ad Council survey , most Americans feel uneasy about their money management and financial futures.

Key Points: 
  • However, according to a joint AARP-Ad Council survey , most Americans feel uneasy about their money management and financial futures.
  • To help address these concerns and provide actionable tips and consumers can take today, AARP Studios announced today a new five-part Fishing for Advice video series.
  • Guided by its mission to empowering people to choose how they live as they age, AARP collaborated with several of America's top money mavens to provide consumers with practical and useful financial advice.
  • Throughout the series, AARP Financial Ambassador Jean Chatzky and other money gurus 'fish' for questions asked by AARP members and then provide their financial guidance on each topic.

AARP Launches Closing the Savings Gap Podcast Series

Retrieved on: 
Thursday, March 28, 2019

WASHINGTON, March 28, 2019 /PRNewswire/ --AARP announced today the launch of AARP Closing the Savings Gap podcast series, which profiles women across the country who are paired with financial planners to solve common challenges in financial and retirement planning.

Key Points: 
  • WASHINGTON, March 28, 2019 /PRNewswire/ --AARP announced today the launch of AARP Closing the Savings Gap podcast series, which profiles women across the country who are paired with financial planners to solve common challenges in financial and retirement planning.
  • The series, with new episodes available every Wednesday through May 8, is hosted by Jean Chatzky, financial editor of NBC TODAY and AARP Financial Ambassador.
  • This podcast series is an exciting opportunity to help our listeners address what may be holding them back from having enough savings."
  • "AARP is expanding our podcast offerings with the newly released Closing the Savings Gap series which is designed to help women improve their long-term financial security," said Martha Boudreau, AARP Executive Vice President and Chief Communications & Marketing Officer.