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.
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
In this episode of the Boldin Podcast, Tim Ranzetta, founder of Next Generation Personal Finance (NGPF), discusses the importance of financial education for hig…
If there ever was a million dollar question, it just might be: “how much is enough?” (Although, maybe in your case it would be a $50,000, $200,000, $500,000, $5…
Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. I…
How to make sense of retirement planning? Here is your guide to 16 retirement numbers that could be important for a secure future.
Financial stress is real, but there are ways to address it. Here are 11 ways to “don’t worry, be happy…” about your money. No matter what is going on in the eco…
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.
It’s easy to assume that financial confidence increases over time. You make more money as you get older after all. However, the opposite appears to be true. Rec…
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
In the realm of financial planning, numbers and calculations often take center stage, overshadowing the profound influence of time on our decisions. However, th…
Summary In this episode of the Boldin Podcast, Steve Chen interviews Robert Brokamp, a CERTIFIED FINANCIAL PLANNER™ professional and key figure at the Motley Fo…
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 the…
How are the spending habits of the wealthy different from yours? Get insights into wealth accumulation and financial success.
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 financ…
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 Sto…
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
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.
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