“LearnLux has helped me understand the market and now I have automated investments set up for an easier, richer future.” - James S., Digital Fleet Management
Meet James, a LearnLux member who needed a financial plan to achieve his investment goals by his birthday.
For HR and Benefits teams, James's story demonstrates the comprehensive impact of the LearnLux financial wellbeing program. Through personalized support and financial education, James learned to structure his paycheck, allocating specific percentages to emergency savings, cash, investments, and retirement.
Working closely with his financial planner, he gained confidence in making decisions about HSAs, Roth IRAs, and high-interest savings accounts, as well as choosing ETFs based on company, purpose, and placement. With LearnLux's guidance, James now has a solid foundation, automated investments, and a clearer path toward a financially secure future.
“I tell colleagues that LearnLux is the best benefit we have.
By connecting with [my] advisor, I've been able to ask questions and confidently make financial decisions. For example, I now have a plan that breaks down my paycheck by percentages into emergency savings, cash, investments, and retirement.
The best part about LearnLux is feeling confident about little things like HSA or Roth IRA elections, and their help in opening up a high-interest savings account. The advisors also helped me talk through different ETFs I wanted to invest in plus how to gauge investments based on company, purpose, and placement.
I hit my investment goals on my birthday, and finally feel like I have a great foundation. LearnLux has helped me understand the market and now I have automated investments set up for an easier, richer future.”
Thank you to James for sharing his story.
