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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2026 Tax Brackets TCJA expiration

TCJA: Why Your Taxes Are Likely to Increase in 2026 and What to Do About It

Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.

June 13, 2024
the algebra of wealth

The Algebra of Wealth: 10 Lessons from Scott Galloway’s New Book

In his new book, The Algebra of Wealth, Professor Scott Galloway offers a path to economic security.

June 13, 2024
housing market

Why the Housing Market is More Important than the Stock Market for Most People

People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.

June 6, 2024

Midlife Stress: Understanding the U-Curve of Happiness and How to Feel (and Do) Better

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.

June 6, 2024
financial planning myths

18 Big Financial Planning Myths: What Are You Getting Wrong About Retirement?

There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.

May 30, 2024
financial mapping

Financial Mapping: A Retirement Plan Is Like a Navigation System for Your Money and Time

Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.

May 23, 2024

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.

May 21, 2024
how to build wealth

28 Keys to Building Wealth (Even Building Wealth After 50)

Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!

May 16, 2024
wealthiest retirees

Are You Among the Wealthiest (Top 5%) of All Retirees?

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.

May 16, 2024
Robert Brokamp Podcast

Podcast 79: Wealth & Wisdom with Robert Brokamp

Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.

May 9, 2024
does money buy happiness

11 Ways Money Really Can Buy Happiness

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.

May 9, 2024
stagflation

Stagflation: When Inflation Meets Stagnation and What to Do About It

Stagflation is a future possibility. Discover how we might prevent it and what to do if it happens. Read now…

May 9, 2024
financial decision making

13 Ways to Improve Your Financial Decision Making

Making the right decision is important. Financial decision making is especially critical. Here are 13 tips for a wealthier future.

May 2, 2024

How the Wealthy Spend Money Differently from Everyone Else

How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.

April 25, 2024
financial secrets

14 Alarming Secrets About Americans’ Personal Finances

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.

April 25, 2024
consumption smoothing

What is Consumption Smoothing? And, Why Is It Important if You Want Long Term Financial Stability?

While most people do short term consumption smoothing, you really need it for your future financial security.

April 18, 2024
Rising Above the Money Fog with Mikelann Valterra

Podcast 77: Rising Above the Money Fog with Mikelann Valterra

Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.

April 10, 2024
financial spring cleaning

Financial Spring Cleaning: 10 Ways to Spruce Up Your Finances

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. 

April 4, 2024
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.

April 2, 2024
financial problems

Financial Problems and Stress: Understand if You Have a “Leaky Ceiling” or a “Muddy Puddle” and Make Better Decisions

Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.

March 28, 2024
daniel kahneman

The Behavioral Finance Revolution: How Daniel Kahneman Redefined Personal Financial Decision-Making

Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.

March 28, 2024
stoic wisdom financial plan

Stoic Wisdom: 6 Key Insights to Make You Happier Today and Wealthier in the Future

There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.

March 21, 2024
money dysmorphia

Money Dysmorphia: How to Trade Uncertainty with Financial Confidence

The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.

March 14, 2024
Podcast Cody Garret

Podcast 76: A Conversation with Cody Garrett About Financial Education

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

February 22, 2024

Boldin Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.