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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.
When you move from one place of employment to another, you’ll probably want to at least give some careful thought to taking the funds in your old 401(k) plan with you. In many cases, rolling them over into an IRA is the best choice. But then again, sometimes it’s better to leave your funds in […]
Jacob Lund Fisker is not your typical retiree. He’s certainly not at an age where he could collect Social Security. He’s not in his 60s or his 50s. Jacob isn’t even in his 40s (at least not yet). It’s almost astonishing that Jacob is retired – and financially independent – and he is still in […]
Have you ever traveled to a place where they speak English, but the people have a heavy accent and a different dialect? You have a vague and slowly formed idea of what they are saying, but it can make you feel confused. Most of us feel that same confusion when dealing with personal finance issues. […]
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 have a straight talk about retirement planning. Straight talk about […]
You’ve saved money, but are you really ready for retirement? Using a life coach for retirement might sound crazy, but it’s not. While some people prepare for the financial aspects of retirement, it is not clear how many people develop clear plans for the non-financial aspects. Both are important. A financial advisor or an online […]
“FIRE” stands for Financial Independence Retire Early for a group of fired-up young people. In a nutshell, it’s about making some significant lifestyle choices immediately to try to achieve financial independence as quickly as possible. For most followers, it’s actually more about mindfulness, frugality and simplicity – not just about money and financial independence. FIRE […]
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something to the ones you love? You might be surprised that the best inheritance is not necessarily monetary. Leaving meaningful values, especially financial values, can help ensure […]
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 percent of […]
There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
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.
Hear Tim Ranzetta, discuss the importance of financial education starting in high school and how it is becoming part of the standard curriculum.
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
Investing in yourself doesn’t need to involve money. In fact, many of the best retirement investments do not involve greenbacks at all. Instead, they are investments that make the fullest use of your time, allow you to spend precious moments with the people you love, and enable you to focus on the things that make […]
Get valuable insights on retirement, purpose, and investing from Robert Brokamp, CFP, author, and a senior advisor at Motley Fool.
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
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.
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
