Financial Family Planning: Nathan's LearnLux Story

As Nathan's family grows, he shares his appreciation for LearnLux's financial guidance.
“My wife and I are expecting our first child, so discovering LearnLux now could not have come at a better time. I now feel more confident and equipped to navigate the financial challenges of parenthood.” - Nathan S., Category Manager

For HR & benefits leaders, Nathan's story highlights the importance of having a trusted financial wellbeing program by your side when family planning.

Ahead of the arrival of his first child, Nathan discusses his appreciation for the LearnLux benefit provided by his employer that includes comprehensive financial education topics on family planning. He attends a LearnLux webinar and learns about how to better budget for growing his family, how to optimize his insurance policy, and how to use 529s and Roth accounts to his advantage.

Wish Nathan luck as he and his family embark on this journey!

Nathan's Financial Wellness Story

“My wife and I are expecting our first child, so discovering LearnLux now could not have come at a better time.

There is a lot of financial information out there and it's so hard to find reliable sources. But with LearnLux, their comprehensive resources and engaging webinars have significantly enhanced my understanding of personal finance.

I just watched the “Kids and Money” webinar and now my eyes are wide open. Before attending the webinar, I felt overwhelmed by the myriad of financial decisions involved in raising a child. The session, however, broke down complex topics into manageable, actionable steps. It began by exploring how to financially prepare for kids.

I operate on a monthly budget so when I hear "you need to budget an extra $700 - $900 a month (at least) for raising a kid”, that is the kind of actionable insight I need. Taking advantage of what insurance will cover both pre-natal and post-natal is another key point I picked up on. Plus all of the various options for funding childcare, from 529 plans and custodial accounts to employer-sponsored benefits such as an HSA. The financial planners were awesome leading the webinar, and they revealed opportunities I hadn’t previously considered. So, you can open a Roth account for a child? Who knew!

A big thank-you to LearnLux and their insightful “Kids and Money” webinar, I now feel more confident and equipped to navigate the financial challenges of parenthood.”

Thank you to Nathan for sharing his 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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