Workplace wellbeing matters

Financial wellbeing shapes how people live, work, and plan their lives. With rising financial stress, households face pressure to protect what matters most, which is why a modern approach to workplace wellbeing matters.

Get support through Balance Wellbeing® with New York Life

This comprehensive financial wellness program is designed to help individuals build confidence and take action toward their financial goals. As a financial professional, I partner with employers and organizations to deliver personalized guidance and education that meets employees where they are. Through Balance Wellbeing, people can access:

Financial professional helping employee with financial wellbeing planning at work

Topical financial education workshops, including access to complimentary 1:1 Personal Education Sessions with trained Financial Educators

A financial education platform with videos, articles, and calculators

Student loan support* including repayment and refinancing options

Emergency savings* access to automate deposits and including any employer matching contributions

Credit and debt management counseling, to tackle debt, reduce interest rates, and improve credit

Ready to support your workforce’s financial wellbeing?

Reduced financial stress can impact productivity, safety, and engagement and lead to better business outcomes.

Give your workforce the education, tools, and personalized support they need to build a more secure financial future by simplifying financial education and providing real-life solutions for your organization. Get started today!

Schedule a 15-minute introduction call
Request a platform demo and program details
Select a topical education workshop from our library

HARBOR FINANCIAL GROUP

Melanie White Terry

Financial Advisor

(240) 544-5325

(301) 574-2520

mwhite@ft.newyorklife.com

16701 Melford Blvd., Suite 400

Bowie, MD 20715

CA Insurance License: #0I47281

^* Balance Wellbeing with New York Life is currently available as a workplace benefit through participating employers. Balance Wellbeing is brought to you by New York Life Insurance Company. The information provided on BalanceWellbeing.com is for educational purposes only and is not intended as tax, legal, investment, or retirement advice and is not intended to market or sell any specific product. It may not be relied on for the purpose of avoiding any state, federal, or other taxes. Neither New York Life Insurance Company nor its agents provide tax, legal, or financial accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

While the content is derived from sources believed to be accurate, we do not guarantee its accuracy or completeness. Neither the information presented, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.

Participation in any Balance Wellbeing service is optional at no cost, and access is not conditioned on the purchase of insurance, retirement, investment products and services from New York Life Insurance Company. You have a choice to engage with New York Life Insurance Company agents for financial guidance and to purchase insurance and other products and services. If you choose to do so, those engagements will be governed by the particular applicable terms and conditions.

Neither New York Life Insurance Company nor any of its subsidiaries make any representations as to the completeness or accuracy of information that is provided by third-party vendors accessible through the site. Neither New York Life Insurance Company nor any of its subsidiaries are liable for any direct or indirect technical or systems issues or any consequences arising out of your access to, or your use of third-party technologies, sites, information, and programs made available through this website. Please review third-party terms and conditions and privacy policies, all of which are separate from and unrelated to New York Life Insurance Company.