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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.
Creating a retirement investment plan for after you retire is downright complicated. Explore 6 competing priorities and how to invest for long term wealth.
Thinking about money can be stressful. Find out how to use stress to your advantage and achieve a more secure future!
Don’t repeat mistakes from history. The 5 most recent financial crises provide lessons on protecting and building wealth in troubled times.
Monetary retirement investments are critical. Investing in your future health and happiness will pay the important dividends.
Here are 7 tips for planning for inflation, especially now with rates so high. Learn about long term average inflation and more.
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age.
Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.
Want retirement security? You need a retirement plan that will protect you from anything and everything that could go wrong. Read more…
Steve and the Financial Samurai discuss Sam’s new book, “Buy This, Not That, How to Spend Your Way to Wealth and Freedom”. Listen in for tips on how to tackle life’s dilemmas in a rational way and achieve financial freedom.p
The psychology of money can be confounding. Get 9 essential tips for feeling good about your finances and increasing your chances of good outcomes.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.
Building wealth can happen even after age 50! Just follow a few of these 28 best practices and habits consistently. Read now!
As with any economic shift, there are winners and losers. See who benefits and who will suffer more from the recent interest rate hike.
Here are 5 quick and easy tips to consider as stocks slide, interest rates rise, and inflation persists.
Stagflation is a future possibility. Discover how we might prevent it and what to do if it happens. Read now…
They were wrong. The answer to the question does money buy happens is… yes! In fact, the research is overwhelming. And, there are actually multiple ways to spend to increase happiness. Here are 11 ways to spend money to buy happiness. The following 11 tips are valuable whether you are 75, 65, 55 or 15!…
People often worry about the wrong things. You might be watching the stock market, but other metrics are significantly more important to most.
Worried you aren’t ready for retirement? You aren’t alone and the fixes aren’t too painful. Improve your financial prospects.
Stock market corrections are a reality, but that doesn’t make them less painful. Here are 10 tips for weathering these storms.
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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