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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life expectancy drops

Life Expectancy Drops in United States, but Not for Everyone

Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.

May 25, 2023
how to get out of debt

How to Get Out of Debt: 12 Ways to Reduce this Expense for a More Secure Future

Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this article to get motivated and find a way to approach your debt that feels right for you and your priorities. There are quite a…

May 23, 2023
gain financial control

Trying to Gain Financial Control? Here are 4 Straightforward Steps to Feeling Better About Your Money

You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.

May 20, 2023
why budget

Why Budgeting Matters: 8 Reasons to Adopt This Foundational Financial Habit

Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.

May 18, 2023
money mindfulness

Money Mindfulness: 9 Ways to Be More Financially Aware and Successful (with Less Stress)

Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.

May 11, 2023
worried about retirement

Worried About Retirement? Try Changing Your Perspective

Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach.

May 4, 2023
financial wisdom

Forget Financial Tips: Try These 11 Twists on Conventional Advice

There are thousands of well worn financial tips, but worthwhile wisdom can be harder to find. What do you think of these twists on conventional advice?

April 27, 2023
financial planning is hard

Financial Planning is Hard: Explore 7 Reasons Why and What to Do About It

Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.

April 20, 2023
imagine your future

Want Future Financial Security? It’s All In Your Imagination (Actually)!

Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.

April 13, 2023
what is a recession

What is a Recession?

What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.

April 13, 2023

Podcast: Eric Balchunas, Bloomberg’s ETF Guru, Discusses his Book, “The Bogle Effect”

Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.

April 13, 2023
financial wellness

What is Financial Wellness? Have You Achieved It?

There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.

April 6, 2023

18 of the Most Important Lessons from Financial Independence Retire Early (FIRE) Influencers

Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.

March 30, 2023
retirement investing tips

28 Retirement Investing Tips from Today’s Financial Geniuses

Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.

March 2, 2023
micro financial habits

17 Micro Financial Habits for More Wealth and Peace of Mind

Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.

January 26, 2023
take control over your finances

Take Control of Your Financial Life: 28 Pieces of Real Advice from Real People for Real Wealth and Security

Here are 28 unique tips for how to take control of your finances — with varied advice for all kinds of people.

January 19, 2023
debt ceiling

What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possible Fallout

Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow.

January 19, 2023
financial goals

Set Financial Goals: It’s the Secret to a Prosperous and Secure Future

Set financial goals today to reduce stress. Learn why setting process-oriented as well as short-, medium- and long-term financial goals are critical to your success.

January 5, 2023
climate change and your retirement

Climate Disasters: How to Protect Your Money, Home, and Retirement Well Being

Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts.

January 4, 2023
Ted Talks on Retirement and Aging

The 23 Best TED Talks on Money, Retirement, and Aging to Help You Have a Better Future

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.

November 17, 2022
financial anxiety

3 Psychological Secrets to Coping with Financial Anxiety

Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.

November 10, 2022
average household savings

How Do You Compare? Average Cash, Savings, Home Equity and Other Balances

Worried about money? You’re probably in better shape than average! Compare your balance to the average cash, savings, home equity of others.

November 10, 2022
rethinking retirement

Rethink Retirement: 12 Facts and Fictions Worth Understanding for a Better Future

Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.

November 3, 2022

13 Terribly Frightening Retirement Facts (And Why You May Not Actually Need to Barricade the Doors Against These Goblins )

if you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.

October 27, 2022

NewRetirement Planner

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