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.
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier.
Set financial goals and resolutions for 2026. Here are 28 things to consider to set yourself up for a secure and happy future.
Skip the stuff. These last-minute books for financial peace of mind can change how someone thinks about money, time, and what really matters.
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence.
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future.
The most important part of your financial plan isn’t your rate of return. It is planning your dreams – whatever is important to you.
Explore how gratitude can improve your financial life by grounding decisions, reducing anxiety, and helping you plan in a way that reflects your values.
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
The best investment? It isn’t always a stock or financial instrument. Other life choices can improve both your monetary and overall well being.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Retirement fears are real and deeply felt, but planning reduces the worry as shown by a poll of 1,000+ people who are approaching retirement.
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life.
Audit your spending to uncover patterns, cut waste, and align expenses with goals. Small adjustments will boost financial confidence.
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics.
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is…
Die with Zero is a call to live fully. Explore the core ideas and see 8 steps to a retirement plan that leaves nothing on the table.
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.
This is the ultimate list of the best personal finance podcasts and YouTube channels, compiled from people who know, Boldin users!
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
