Retiring With Comfort: Brenda's Story
Determined to retire better than her parents did, Brenda used LearnLux to change how she saves, invests, and spends. Now she feels more comfortable about retiring.
“I learn more and more each time and have changed how I save, invest, and spend based on the information provided by LearnLux. Now, I am more comfortable about retiring.” Brenda S., Customer Care Manager
For HR and Benefits leaders, Brenda’s experience illustrates how ongoing financial education can reshape an employee’s retirement outlook and bring peace of mind well beyond the workplace. Brenda has always been determined to set up her retirement better than her parents did. By exploring LearnLux’s wide range of categories and videos, she learns more each time and has changed how she saves, invests, and spends. Today, she feels more comfortable about retiring and reassured that her adult children will have additional funds, whether to help with her care or to keep after she’s gone.
With LearnLux, Brenda was able to:
- Explore a wide variety of financial categories and videos
- Rethink her plans for the future
- Change how she saves, invests, and spends
- Work toward a stronger retirement than her parents had
- Feel more comfortable about retiring
- Plan for additional funds for her adult children
- Enjoy life today, not just work
Brenda’s experience shows how financial wellbeing programs create value for employers as well. When employees aren’t confident they can afford to retire, many delay retirement, which can raise healthcare and compensation costs, slow advancement for the next generation of leaders, and complicate workforce planning. Helping employees like Brenda feel comfortable about retirement supports on-time, well-planned transitions. Her story also shows that retirement planning is about more than numbers. Brenda’s goals of retiring better than her parents and leaving something for her children reflect what many employees care about most: security for their families. Benefits that support those goals reduce financial stress, improve overall wellbeing, and show employees that their employer is invested in their whole life, not just their time at work.
Brenda’s LearnLux Story
I’ve been using LearnLux and have really enjoyed all of the different categories and the videos because they have changed what my plans are for the future. I’m always trying to make sure that I’ve set up my retirement better than my parents did. I learn more and more each time and have changed how I save, invest, and spend based on the information provided by LearnLux.
Now, I am more comfortable about retiring. Also, knowing my children, who are both adults, will have some additional funds to either assist in my care or have after I’ve moved on. This gives me comfort and happiness to enjoy my life and not just work, but also to have fun.
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.