Financial Wellness

Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!

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.

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

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

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.

Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.

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

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

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!

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

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

Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.

Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.

Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.

Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision.

Saving for retirement takes discipline. However, when you are still working, creating a retirement investment plan can be relatively straightforward. The goal is to simply grow the money. But, when you retire, your investment goals become multi-faceted, layered, and it can seem downright complicated. You still want your money to grow, but you have a whole…

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

Making friends with your future self may seem odd. However, it is a really good way to get the life you want. Find out why and how to do it.

What is a recession? Will we have one? What impact could it have on you? How long do they last? And, find out how how to prepare.

Mastering the financial basics is doable by anyone at any age. Here is a simple guide. Steps to take at 20, 25, 45, or even 55 to get and stay on track to a secure future.

Graduation speeches offer great advice for a good life. And, you know what? The guidance can also be relevant to your finances and retirement.