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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.
Making the right decision is important. Financial decision making is especially critical. Here are 13 tips for a wealthier future.
Financial mapping, creating a roadmap for your money can help you with better financial habits, decisions and outcomes. It’s GPS for your finances.
There is a lot of confusion about financial planning. Here are 18 of the biggest misconceptions.
While most people do short term consumption smoothing, you really need it for your future financial security.
How to make sense of retirement planning? Here is your guide to the 16 retirement numbers that are most important for a secure future.
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
The average that people got right was a mere 30 percent. How will you score on this quiz of retirement financial literacy? Find out now!
Financial advice is often complicated. However, it can be simplified. Browse wisdom for saving, investing, spending and living.
Set financial goals today to reduce stress. Learn why setting short-, medium- and long-term financial goals are critical to your success.
So much that is written about retirement planning is about rates of return, inflation, savings thresholds, tax mitigation, budgeting, asset allocations, and other relatively dry and often somewhat stressful topics. However, most people care about their finances and planning for retirement because they have a dream for their future. It is important to remember that…
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old.
These 11 year-end tax tips for retirement will help you minimize your 2021 taxes and reduce future tax bills.
Many of us are oblivious to the fees, but almost everyone with a 401(k) pays them. Get 7 ideas for reducing costs to greatly increase wealth.
Rebalancing is a critical part of any investment strategy. Learn about setting asset allocation targets and the finer points of rebalancing.
Glass half full or half empty when it comes to your financial outlook? There are benefits to both viewpoints, but usually optimism wins.
Saving for retirement is hard. 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 downright complicated. You still want your money to grow, but you have a whole lot of other…
Does financial confidence increases as you age? No, it bottoms out in mid life. Get 8 tips for overcoming a mid life crisis and planning a great retirement.
Hear Monte Carlo simulations and think gambling? Nope. Learn how this mathematical formula can be used to predict your financial future.
Are you wealthy? Are you defining wealth correctly? See how people think about wealth and compare your financial well being to others’.
Get great investing and planning tips directly from Jack Brennan, former CEO of Vanguard (the handpicked successor to Jack Bogle).
You’ve probably heard a lot of advice about how to save more money for retirement. Everyone tells you that you really need to do it. And if you’re like a lot of people, you probably think that it’s a great idea — you are just not exactly sure where to find the cash.Learn how to…
Episode 58 of the NewRetirement podcast is an interview with Jack Brennan — the handpicked successor to Jack Bogle at the Vanguard Group
Nobel Prize winner Daniel Kahneman’s new book “Noise” can help you make better financial decisions. Find out how.
No matter your age — how to plan for your future financial security is likely a topic that you have pondered. Maybe you have even done a little something about it. You may have saved some money. Thought about the best locale for golf (or whatever hobby you will have). Figured out when to start…
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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