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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.
Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!
The top 10% wealthiest retirees have about $3.0M in net worth. See what the top 1% have, and where you stand.
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fool. They discuss Robert’s journey in the financial sector, the valuable lessons he’s learned about financial planning, and the story behind the Motley Fool. They also touch on topics such as the […]
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.
First, before reading this article, know that there are solutions to every economic problem – at both the personal and macro economic level. So, even though there is renewed talk of the economy hitting stagflation, it doesn’t mean that you’ll never be able to retire or run out of money if you do. But, being […]
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.
As the New Year begins, it always feels like an opportune time to reassess your personal finances. If you’re wanting to take a comprehensive look at your financial picture, you may be digging through investment statements, tax documents, insurance policies, and of course, you will likely be revisiting your plan in the Boldin Retirement Planner. […]
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.
Stoicism, the philosophy of enduring hardship with inner strength and tranquility, is having a moment right now. So, let’s dive in and explore key points of Stoic wisdom and how they can be applied to improving your financial wealth, security, and confidence. Here’s a little background on Stoicism and six lessons from this ancient philosophy […]
In a world where wealth is often equated with success and happiness and social media distorts reality, our perception of money can become distorted. While many are familiar with body dysmorphia—a condition where individuals perceive flaws in their appearance that are not evident to others – fewer are aware of its financial counterpart: money dysmorphia. […]
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
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!
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’.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
