Financial Wellness

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.

Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.

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.

Buying a home could be among the smartest and most impactful things you do in life. Find out why and how to do it responsibly.

If you want to get ahead, you need to invest. Explore 6 reasons why investing is a critical factor for achieving financial goals.

Investing doesn’t need to be complicated. Here are 14 simple strategies to help you build long term wealth.

Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.

Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this article to get motivated and find a way to approach your debt that feels right for you and your priorities. Mortgages aside, the average […]

You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.

Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.

Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.

What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.

Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.

Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.

Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.

Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.

There is a lot to worry about when it comes to your financial security. Focus on what you can control for greater peace of mind.

Don’t worry, be happy… Here are 11 real steps you can take that will enable you to experience less financial stress.

Learn what end of life can teach us about financial independence from a hospice doctor who has observed the regrets of his dying patients.

Explore how to use the Planner to model bear market scenarios. See what might happen over the next year or two with your investments.