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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.
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.
All is not as it seems when it comes to the average American’s financial health. A wealthy facade often obscures real financial secrets and struggles.
While most people do short term consumption smoothing, you really need it for your future financial security.
Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.
Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.
Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.
There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
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.
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
