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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.
The numbers of people experiencing money dysmorphia are rising. Find out about this condition and what to do about it.
Noted financial planner Cody Garret discusses his passion for empowering people to get educated and build comprehensive financial plans.
Explore how different philosophical and cultural definitions of time can provide insights into your financial decision-making process.
Managing money can seem complicated. Personal finance Rules make navigating your choices simpler.
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.
Steve talks with Brian Portnoy, founder of Shaping Wealth. They discuss how holistic well-being fits within the context of financial planning.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Set financial goals and resolutions for 2024. Here are 28 things to consider to set yourself up for a secure and happy future.
Top retirement articles covered averages, happiness, fears, regrets, and more related to achieving a secure 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.
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!
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.
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
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.
Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
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!
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.