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The Consumer Financial Protection Bureau defines financial wellness as, “having financial security and financial freedom of choice, in the present and in the future.”
Financial wellness means that you: 1) have control over your day-to-day, month-to-month finances, 2) have the capacity to absorb a financial shock, 3) are on track to meet financial goals, and 4) have the financial freedom to make choices that allow you to enjoy life.
Financial wellness results in: confidence, contentment, a sense of security, control, and purpose, and even happiness. And, there are numerous ways to improve financial wellness.
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being.
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn more about the award.
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what’s trending in the world of personal finance.
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.
Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.
Explore 9 hallmarks of being middle class and what is the one thing anyone of any class can do to advance.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.
Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.