Financial Wellness

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.

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Hiro Finance

Hiro Finance Is Shutting Down: Here Are the Best Alternatives for Users Looking for a Smarter Financial Planning Tool

Hiro Finance is gone. Compare the best alternatives, including a powerful AI tool built for smarter financial planning.

April 13, 2026
contribution order for retirement accounts

The Retirement Account Contribution Order: How to Get More From Every Dollar

The contribution order for retirement accounts can affect how much your money compounds tax-free. Here’s how to prioritize for tax efficiency.

April 2, 2026
emotionally intelligent investor

Emotional Intelligence and Money: Are You Making the Right Decisions With Your Investments?

Money is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how to be an emotionally intelligent investor.

April 2, 2026

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2026
financial jargon

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

February 11, 2026
why financial resolutions fail

8 Reasons Why Financial Resolutions Fail (and What Actually Helps)

Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams.

January 9, 2026
lucky with money

10 Ways to Get Luckier with Money (And, Why Luck Is More Important Than Talent and Hard Work For Financial Success)

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 7, 2026
financial resolutions

Financial Goals and Resolutions: Prepare for a Great 2026 and Beyond

Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.

December 31, 2025
books for financial peace of mind

Last Minute Gifts with Life Changing Impact: Books to Inspire Financial Peace of Mind and a Good Life at Any Age

Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.

December 19, 2025
budgeting time

Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?

You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.

December 18, 2025
year end financial planning survey

Year End Financial Planning: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights

Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.

December 4, 2025
financial worry

Financial Worry: How it Tricks You into Worrying More and What to Do Instead

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 3, 2025
Plan your dreams

Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

November 25, 2025
gratitude and finances

Gratitude and Money: How Thankfulness Supports Financial Success

Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.

November 21, 2025
recipe for financial success

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

November 20, 2025
financial wisdom

Financial Wisdom: What Is the Best Investment?

The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.

November 6, 2025
marshmallow test

Why Financial Planning is the Ultimate Marshmallow Test

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

November 6, 2025
time use

How Much Money is There in the World and How Much Time? (And, How is That Time Used?)

You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.

October 30, 2025
retirement fears

What Scares People More: Retirement or a Dark Walk in the Woods on Halloween Night?

Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.

October 24, 2025
new retirement planning books

Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement at the End of 2025

Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.

October 24, 2025
audit expenses

Audit Your Spending: Go Beyond Budgeting with 5 Ways to Review Your Expenses for Better Financial Outcomes

Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.

September 25, 2025
financial health

Beyond Chance of Success: How to Really Assess Your Financial Health

Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.

September 5, 2025
is college worth the cost

Back to School: Is College Still Worth the Cost of Tuition?

Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.

September 4, 2025
rebalancing

Rebalancing Investments: Why, How and When

Rebalancing investments is a critical part of any strategy. Learn about setting asset allocation targets and the finer points of rebalancing.

September 3, 2025

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