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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.
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.
In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Kids, retirement, and aging parents – midlife brings a lot of competing priorities. Here are 8 things you can do to overcome feelings of financial stress.
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!
What does it take to be the top 1%, 5%, 10%, or 50% for wealth in retirement? See how wealth is defined and where you stand.
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
Does money buy happiness? It does if you know how to spend it. Find out how to improve your quality of life with the right kind of spending.
Stagflation is a future possibility. Discover how we might prevent it and what to do if it happens. Read now…
Making the right decision is important. Financial decision making is especially critical. Here are 13 tips for a wealthier future.
How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.