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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.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for financial advice. The answer is less about formal lessons and more about creating the right experiences at the right time. A summer job at 16 teaches something […]
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your personal finances is pretty common, but your financial future may be in jeopardy if you’re not willing to talk openly about financial planning. Unsurprisingly, only 9% of baby […]
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.
Feeling overwhelmed by a swirl of competing priorities in midlife and beyond? Here are easy-ish ways to calm your financial vortex.
If you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Discover how radical optimism can reshape your personal finance approach—from embracing uncertainty to anticipating the future—and unlock sustainable wealth and well-being.
Boldin has been named as a Top Innovator in the Prospering in Longevity Challenge by UpLink, the open innovation platform of the World Economic Forum. Learn more about the award.
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take.
Lessons from Nobel Prize winner Daniel Kahneman’s book “Noise” can help you make better financial decisions. Find out how.
Don’t think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now!
Learned helplessness can sneak up on you and impact your ability to make the good financial decisions. Learn how to spot and overcome it.
Both good and crazy ideas abound on social media, even in the realm of personal finance. Below are 10 personal finance trends that have become wildly popular. Many of these fads are rooted in money mindfulness which is almost always a good idea no matter how much you earn or have saved. 1. Underconsumption Core […]
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.
In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for high school students. NGPF aims to equip students with essential financial literacy skills by providing free curriculum and training for teachers, advocating for legislative changes, and supporting the integration of financial education […]
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