Financial Wellness

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.

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money dysmorphia

Money Dysmorphia: How to Trade Uncertainty with Financial Confidence

The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.

March 14, 2024
Podcast Cody Garret

Podcast: A Conversation with Cody Garret About Financial Education

Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.

February 22, 2024

Understanding How Concepts of Time Impact Your Financial Plans

Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.

February 19, 2024
personal finance rules

32 Mostly Unbreakable Rules of Personal Finance

Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.

February 18, 2024
lucky with money

Luck Is More Important Than Talent and Hard Work For Financial Success: Explore 10 Ways To Get Luckier

The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.

January 31, 2024
Brian Portnoy Podcast

Podcast:  Financial Well-Being: A Holistic Approach with Brian Portnoy from Shaping Wealth

Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.

January 25, 2024
financial jargon

Making Sense of Financial Jargon: 15 Key Financial Terms to Know to Plan a Successful Future

Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.

January 18, 2024
financial goals and resolutions

Financial Goals and Resolutions: Prepare for a Great 2024 and Beyond

Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.

January 4, 2024
best retirement articles

Best Financial and Retirement Articles from 2023

Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure future.

December 26, 2023
financial worry

How Worry Tricks You into Worrying More and How to Feel Good About Your Financial Future

Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.

December 20, 2023
financial gift

Holiday Gift Guide: Great Financial Wellness and Investment Gifts for Everyone in the Family (Even the Kids)

This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.

December 6, 2023
Plan your dreams

Plan Your Dreams: 11 Guidelines for Building a Financial Plan for the Life You Want

The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.

November 30, 2023
emotionally intelligent investor

Are You an “Emotionally Intelligent” Investor?

Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!

November 30, 2023
financial success

A Recipe for Financial Success: It’s as Easy as Pumpkin Pie

Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.

November 16, 2023
best financial planning tools

The 5 Best Financial Planning Tools Online: Go Beyond Budgeting

Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.

November 12, 2023
marshmallow test

Why Financial Planning is the Ultimate Marshmallow Test

Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.

November 9, 2023
collective human time

Collective Human Time: How Does it Measure Up to How You Use Your Time?

You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.

November 9, 2023
audit expenses

Audit Your Spending: 5 Ways to Review Your Expenses to Ensure Your Desired Financial Outcomes

Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.

October 12, 2023
budgeting time

Budgeting Time: You Probably Know Your Net Worth but How Are You Measuring Your Time?

You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.

October 5, 2023
is college worth the cost

Economic Viewpoint: Is College Still Worth the Cost of Tuition?

Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.

September 14, 2023
financial motivations

How Your Financial Motivations Impact Your Financial Decision Making

Financial motivations drive your financial decisions. Be aware of them and you will make better choices.

September 7, 2023
money personality type

What is Your Money Personality Type? Will It Impact Your Financial Security?

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!

September 6, 2023
financial wellness and chronic disease

What Do You Need to Do in Your 20s, 30s & 40s, and 50s & 60s to Protect Your Financial Well-Being from the Possibility of Chronic Disease

No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.

September 1, 2023
best investment

Financial Wisdom: What Is the Best Investment?

The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.

August 31, 2023

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.