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Financial insights: All content

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Use savings to pay off credit card: teaching employees how pay off debt

Getting a handle on personal debt is one of the most important steps an individual can take on the pathway to cultivating financial wellness. 

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Understanding the difference between spending money and saving money

The qualities which distinguish spending habits and saving habits are more nuanced than they may initially seem when it comes to personal finance.

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Sinking Fund Categories to Help Employees Save

Saving money is way easier than it seems. The problem is that most financially illiterate employees don’t know how to save – and there are so many things to save for in life, from retirement, to a big purchase like a new vehicle, to a really, really rainy day. 

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What is a nonqualified account?

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Why life insurance policies are an act of love

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Helping Employees Develop a Budget

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Financial coaching vs. planning

Financial coaching and financial planning are two distinct practices and services which offer individualized support to help persons, families, businesses, and more to create, work towards, and achieve their monetary objectives: from the very basic, to the audacious.

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Financial Goals

Setting realistic, achievable objectives and reinforcing those objectives with actionable steps is one simple but critical strategy that works to make seemingly impossible tasks suddenly utterly doable.

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Why financial wellness needs to be a priority at your organization today

3 reasons why taking care of your employees' financial health is more critical than ever before.

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Why we built Origin

Origin is bringing financial planning to every employee, everywhere. Learn more.

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What is estate planning? A guide to understand the basics

Estate planning can seem like a complex and overwhelming task. This blog will help get you started

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What Makes the Best Financial Wellness Programs?

How do you know a good solution when you see one? And what does your company and its employee base uniquely require from a financial wellness program? These are questions we hope to answer by the end of the article.

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Why diversity, equity, and inclusion matters in financial planning

The lack of diversity in the realm of financial planning is problematic—here’s why.

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What does the future of wellness benefits look like?

The wellness benefits landscape is shifting. Here are the 3 drivers leading this change.

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What are employee total rewards?

What are total rewards, and why are they so important for employees to understand?

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Understanding the link between financial wellness and mental health

Exploring the connection between financial wellness and overall well-being.

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Total Rewards Statement Guide

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Equity 101 for HR managers: The most common questions about employee equity answered

Find the answers to common questions your employees have about equity compensation

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The Importance of Employee Benefits Benchmarking for Employers

The world has been turned upside-down again and again over the past few years.

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The 5 most common mistakes employees make with their stock options (and how to avoid them)

Avoid these common mistakes that can cost you money—or even your stock options

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The gender gap in financial wellness goes beyond the paycheck

Plus 9 facts about the gender financial wellness gap, and how companies can address it

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The 4 financial issues your employees are most worried about

How can you help employees cope with financial stress? We turned to three experts to find out.

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Tax season: 6 things you need to know when filing taxes this year

2021 was another atypical year. But how will this affect your taxes in April?

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6 strategies to improve financial literacy

We sat down with three of our Certified Financial Planners to talk financial literacy.

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Stressed employees? It’s probably their finances

Our survey found employees are in the dark with financial planning, and it's impacting their health

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Sequoia taps Origin to provide financial wellness across their ecosystem

Origin provides tailored, holistic financial support to Sequoia members

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Recruit and retain Gen Z employees by focusing on DEI and financial wellness

Gen Z employees care more about DEI than any other generation. Here’s why you should too

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Our Series B funding: Accelerating our mission to bring financial wellness to everyone, everywhere

Funds will drive product innovation, support customer growth, and expand the Origin team

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Origin receives SOC 2 Type 2 certification

At Origin, we respect your privacy and are committed to protecting it

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Originals can work from anywhere

Origin is embracing a remote-first approach to work

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Origin Financial Scholars Fund now accepting applications

$50,000 scholarships available for CFP® certification

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Origin announces $12 million Series A funding

A single place for employees, people teams, and recruiters to manage all things money.

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Origin 2.0 is here

We are incredibly excited to announce that Origin 2.0 is now live. Take a look at what's new.

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Meet The Originals: Gabe Attilio

Get a behind-the-scenes look at life at Origin and hear first-hand from our team of Originals

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Meet The Originals: Jason Min

Get a behind-the-scenes look at life at Origin and hear first-hand from our team of Originals

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October is National Financial Planning Month

This month is all about raising awareness and helping your employees achieve financial wellness

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Meet The Originals: Guilherme Rosa

Get a behind-the-scenes look at life at Origin and hear first-hand from our team of Originals

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Meet The Originals: Celebrating our 100th employee

We reached 100 employees! To celebrate, we put together a special edition of Meet the Originals

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Meet The Originals: Francisco Braga

Meet software engineer Francisco Braga who has been with Origin for 3 years!

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Introducing personalized investing with Origin

You can now manage your investments with Origin. Learn more.

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HR Transform recap: Thinking beyond the salary

How can employers help their employees get the most out of their benefits package? Here’s what a panel of experts from HR Transform had to say.

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Inflation: What is it, and what should you do about it?

Inflation seems like a scary concept, but it doesn’t have to be

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HR Transform event recap: Setting your employees up for financial success

Key takeaways from our session at HR Transform on setting employees up for financial success.

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HR recruiters: How to explain equity compensation to candidates

Find out how you can explain employee stock options in a compelling, easy-to-understand way

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How to not end up in “Squid Game”

7 key takeaways from Origin’s Financial Planning Lead

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How to educate your employees on equity compensation

Here are 4 effective strategies you can use to help your employees understand their equity.

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Drive employee engagement through total rewards

Learn how total rewards is used to strengthen your company culture and increase employee engagement

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How to improve employee benefit utilization

4 tips to help employees better take advantage of their benefits

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How to Drive Financial Wellness in the Workplace

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How to convince your employer to pay for financial wellness benefits

Financial wellness is quickly becoming one of the most sought-after employee benefits.

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How to Create a Benefits Package

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How to Communicate Benefits to Employees

The problem revealed herein is one of communication on the part of the employer. Letting your people know what potentially life-changing benefits are available to them, as well as how they may be accessed, is a critical first step in generating a positive ROI from the advantages you create for them, and it’s worth putting the extra effort in to make sure both job-seekers and current employees understand what you’re offering.

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How to choose the right financial wellness program for your employees

We share the 5 top characteristics to look for when choosing a financial wellness program

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How financial wellness helps employees maximize their benefits during open enrollment

With a financial wellness program, HR teams see deeper engagement and higher utilization of benefits

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How employee financial well-being fits into your company’s DEI strategy

Learn how addressing the financial needs of your employees will give your company a leg up

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How employers are tackling diversity, equity, and inclusion through financial wellness benefits

What exactly is the relationship between DEI and financial wellness? Find out in this post

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How companies are approaching financial wellness post-pandemic

We sat down with two HR leaders to learn how they’re approaching benefits post-pandemic.

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Financial Wellness Survey

When your employees enjoy financial stability, your entire business can thrive.

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Financial wellness programs vs. 401(k) plans: What’s the difference?

You offer a 401(k) plan—why bother with a financial wellness program? We explain the difference

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Financial Wellness Plan

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Is your New Year’s resolution to invest? Here’s how to get started

Getting started is easy, and you don’t need a master’s degree in finance to start building wealth

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Financial Wellness Activities

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Financial Wellness 101: Everything you need to know

Find out everything you need to know about financial wellness at work.

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Financial Well-Being

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Financial planning needs a DEI makeover

Why is representation so lacking in the financial planning industry, and does it matter in the big picture? We address these questions, and more, in this post.

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Financial Planner vs. Financial Advisor: What’s the difference?

What are the differences between a financial planner and a financial advisor? More importantly, which one is the best choice for your employees? We’ll address all these questions—and more—in this post.

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Employees can now manage their cash flow with Origin

We’re thrilled to share that we just launched Origin Cash Manager, a holistic view into cash flow.

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Everything HR leaders need to know about employee equity compensation

Explaining equity to employees can be incredibly complex. This guide breaks it down for you.

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Financial Literacy for Employees: A Complete Guide

It’s no secret: when your employees thrive, so does your business.

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Financial Security

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Employee Financial Stress: A Complete Guide

Financial stress is a very real neurological and biological response to one of the most common “threats” of modern life – and that is financial insecurity and instability.

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What is Employee Financial Health?

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Diversity, equity, and inclusion and financial wellness: 6 eye-opening statistics

If you’re not sure how diversity and financial wellness are correlated, check out these stats

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Understanding EAP Benefits

Organizations now recognize the importance of providing support to their employees which benefits the whole human both at and outside of the corporate setting.

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Common Employee Benefits and How to Go Beyond Them

Your company likely already offers a robust benefits package, chock-full with all the standard perks of your industry. Now let’s talk about how you can take that package to the next level.

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Compensation and Benefits Package Examples

But your total compensation offering should work to address employee needs as well as organizational objectives, and this balance can be a tricky thing to strike. So let’s discuss how this can be done, and go over a few tried-and-true examples of compensation and benefits packages that work.

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Breaking down the barriers to financial wellness

Announcing the launch of the Origin Diversity Program

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Benefits Survey Questions and Templates

Periodic distribution of benefits surveys and engagement questionnaires can give you invaluable insight into employee sentiment, and help you to design better packages which both support employee wellbeing and affect positive stats among business concerns like retention and performance. Here’s what you need to know.

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April is Financial Literacy Month: How employers can celebrate

Learn how employers can celebrate and empower their employees to improve their financial wellness

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An HR leader's guide to remote work and taxation

COVID has changed the world of work. Here's how it's impacted your employees' taxes.

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Announcing Origin’s Equity Manager

We launched Equity Manager to demystify employee equity compensation.

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A look back and a preview of what’s ahead

Financial wellness delivered to 100k+ people: Origin's 2021 year in review

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After Tax Contributions for Employees

‍Not everyone can afford to make extra payments into a retirement account each year, but for those who can and want to, exceptions regarding after-tax contributions for employer-sponsored savings strategies could allow them to do so.

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A beginner’s guide to investing

Let’s break down some of the most popular investment options to help you build a solid portfolio.

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Strategies for managing student loan debt: 4 tips from a professional

Here’s how to make the most of the ongoing pause on student loan payments

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6 key findings on employee financial wellness

We dug deep into employees' financial health, and the results are surprising

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4 surprising ways employees' financial stress is bad for business, and what to do about it

Employees suffering from financial challenges negatively impact your bottom line. Here's what to do.

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5 employee benefits trends for 2023

As we edge closer to open enrollment, let’s look at some of the top benefits trends for 2023

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5 strategies to increase the utilization of your financial wellness benefits

Most employees under-utilize their financial wellness benefits. Here's how to change that.

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3 unexpected ways a financial wellness program delivers ROI

This post shows why financial wellness programs are good for business

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Financial Wellness Plan

As the business case for employee financial wellness continues to develop, HR leaders are prompted to construct actionable programming that can help workers to reach monetary confidence and security. How you can make that happen!

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What is Employee Financial Health?

Understanding financial health, as well as how you can better support this concept for your workers, provides a critical business advantage which facilitates long-term stability for your company as well as its people.

Read more

Employee Financial Stress: A Complete Guide

Financial stress is a very real neurological and biological response to one of the most common “threats” of modern life – and that is financial insecurity and instability.

Read more

Total Rewards Statement Guide

Effectively attracting new talent is often a matter of showcasing precisely what employees will gain by working with your business, from salary to snacks in the breakroom. And this is where the Total Rewards Statement comes in. 

Read more
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Copyright 2023 © Blend Financial, Inc. dba Origin Financial
Clients providing testimonials are current clients of Origin. No cash or non-cash compensation was provided for the testimonials or endorsements, and as such, there are no material terms of any cash compensation arrangement to disclose. A conflict of interest exists between those clients providing testimonials and Origin because there is an incentive for Origin to provide those clients preferential treatment for providing the testimonial.
Our Platform
Seta apontando para cima ou baixo, de acordo se as informações já foram expandidas ou não
Personal FinancePlanningTotal CompensationEducation
Our Partners
Seta apontando para cima ou baixo, de acordo se as informações já foram expandidas ou não
EmployersPlannersBrokersGet a Demo
Our Impact
Seta apontando para cima ou baixo, de acordo se as informações já foram expandidas ou não
InsightsCase StudiesEbooks
About Us
Seta apontando para cima ou baixo, de acordo se as informações já foram expandidas ou não
Who we areCareersDEISecurity
Support
Seta apontando para cima ou baixo, de acordo se as informações já foram expandidas ou não
Contact Us
Twitter IconLinkedin Icon
Download the app on app storeButton to download the app on google playTerms and ConditionsPrivacy PolicyComplianceSitemap
Copyright 2022 © Blend Financial, Inc. dba Origin Financial
Clients providing testimonials are current clients of Origin. No cash or non-cash compensation was provided for the testimonials or endorsements, and as such, there are no material terms of any cash compensation arrangement to disclose. A conflict of interest exists between those clients providing testimonials and Origin because there is an incentive for Origin to provide those clients preferential treatment for providing the testimonial.