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