financial wellness
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Manage Money Articles
5 Personal Finance Numbers for Better Wealth and Health
It’s essential to know your personal finance numbers when assessing your financial situation. Knowing these financial numbers is necessary to see how you stack up and where you can improve. It can only help improve your financial planning. Your financial health and wellness start with knowing where you stand with your personal finances. The following are 5 important personal finance…
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Money Fundamentals
5 Stages of the Financial Wellness Roadmap
The Financial Wellness Roadmap has five stages: financial literacy, financial capability, financial security, financial independence, and financial freedom. I created the Roadmap to guide you to better health and wealth. I hope that you enjoy living today as you plan for a better tomorrow. Financial well-being happens as you progress from financial literacy to financial freedom. Therefore, it’s not the…
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Manage Money Articles
5 Personal Finance Rules You Might Need to Break
To improve your personal finances, you can talk with a financial planner, read money blogs or get advice from financially savvy friends. And as you read or speak with individuals, you might recognize some common money beliefs — in fact, you might get the same basic advice. The truth of the matter is there are many general personal finance rules…
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Budgeting
21 Financial Tips I Wished I Knew at 21 Years Old
There are times I reflect on my life and wished I knew a few more things about personal finance back in college. It would have smoothed out the tumultuous relationship I had with money and credit. I’m sure I would have accomplished more goals earlier if I wasn’t stressed about money. Here is my attempt to help you get right…
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Solving Financial Literacy’s Goldilocks Problem
After years on the road, I’ve discovered that many in the financial literacy space avoid discussing products and services. And it’s often the lack of access to financial products and services that compound the financial distress of consumers. In my previous post, I wrote how just-in-time financial information can support financial capability. Today, I want to share how addressing financial…
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Just-in-time Financial Products to Support Financial Capability
Financial literacy is a just and noble cause. Who wouldn’t want to support any effort that places an emphasis on education especially one related to money? However, a debate continues about the effectiveness of financial literacy efforts. One side argues that financial literacy simply doesn’t work while others believe something is better than nothing. Something is better than nothing. But, something has to change…
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