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Finesse: Crisis Focus Eases

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Workers who call a financial advice line seem to have more questions about retirement planning these days and fewer questions about current calamities.

Financial Finesse Inc., Manhattan Beach, Calif., a firm that offers employers employee financial advice programs, has published data supporting that conclusion in an analysis of data from its call centers.

The call centers serve 500,000 employees at about 300 employers.

The percentage of calls dealing with long-range retirement planning increased to 20% in the second quarter of the current year, from 14% in the second quarter of 2009, Financial Finesse says.

The percentage of calls dealing with a wide range of “long term” issues, such as the steps involved with buying a home, has increased to 48% during the latest quarter, up from 37%.



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