Financial Wellness Report: Year in Review

Financial Wellness Report: Year in Review

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Financial Wellness Report: Year in Review

In 2022, the average American worker’s financial wellness decreased slightly, while financial stress began to take its toll on many employees’ mental and physical health. This report summarizes trends related to financial wellness in 2022, including:

· The Rise and Fall of Financial Stress and Resilience

· The Butterfly Effect of Financial Stress

· Using Technology to Move the Needle

· Reaching Diverse Populations

Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc.

Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

CBIZ Financial Solutions, Inc. is a Broker/Dealer, member FINRA, SIPC and registered investment adviser.

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