Financial Wellness

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.

Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.

Money is important. Take time to think about and answer questions about wealth. Explore your beliefs and attitudes. It can be transformative.

Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.

Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.

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.

Saving for retirement takes discipline. However, when you are still working, creating a retirement investment plan can be relatively straightforward. The goal is to simply grow the money. But, when you retire, your investment goals become multi-faceted, layered, and it can seem downright complicated. You still want your money to grow, but you have a whole…

Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.

Financial goals are usually numerical. Nothing wrong with that, but you probably also want to manage your money for happiness. Find out how.

Building wealth can seem like it will take a miracle. Compound interest (especially if you start early) might just be the magic you seek.

Making friends with your future self may seem odd. However, it is a really good way to get the life you want. Find out why and how to do it.

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.

The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have.

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.