Why are Financial Education Solutions Like Retire-U valuable?

Recent studies show that many employees are facing significant financial challenges today, such as:

  • 40% are living paycheck-to-paycheck
  • 61% report having serious financial problems
  • only 29% say they have savings to cover six months of living expenses
  • 68% are strongly concerned about outliving retirement money
  • 71% of employees are extremely concerned about healthcare affordability after retirement
  • 59% intend to delay retirement past age 65 due to financial reasons

Likely, you might just find yourself falling into one of these statistical categories. If so, Retire-U can offer the guidance and financial education to help you get on the right track.

For Employers:

A unique, comprehensive financial education solution and planning benefits program provided directly in your workplace by Next Level Planning & Wealth Management. Our turnkey approach offers a full suite of services that are tailored to your business needs while providing objective information to address diverse employee needs. Learn More

For Employees:

A financial education program provided within the workplace that offers holistic financial wellness guidance to help you understand, appreciate and utilize workplace benefits and to ultimately pursue financial independence. Our educational approach will help you make wise and informed benefits and financial decisions. Learn More

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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