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Member STories

Amy's Big Expenses

"Now budgeting is a lot easier because we don't have those big item expenses."

"Now budgeting is a lot easier because we don't have those big item expenses."

LearnLux has helped me see the importance of a budget and planning. I've learned many lessons from watching the videos. One of the most recent benefits was my husband's sister passed and he received a little bit of money from her estate. I convinced him that instead of going out, taking a vacation or anything like that, that it would be best to pay off vehicles and the high-interest credit cards, which we did.

Now budgeting is a lot easier because we don't have those big item expenses. We also went and got a new credit card from the credit union because it was a much lower interest rate than the one we had previously. One of the other lessons we learned was about your credit rating and how if you have credit cards, don't immediately close them after you pay them off because it can negatively impact your score.

So LearnLux has really been a big help with me on how to be more financially responsible and it's helping me look forward to retirement one day.

Thank you to Amy for sharing her story!

About LearnLux

LearnLux is the leading provider of employee financial wellness that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner® professionals. LearnLux's award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding equity compensation, starting a family, buying a home, saving for retirement, and more.

Advanced reporting keeps our partners in the know, and drives results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and healthcare savings. Our holistic financial wellness benefit helps employees feel great about their money, allowing their work and wellbeing to thrive.

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