Financial wellness refers to having a healthy and balanced relationship with money. In general, it is where an individual’s financial situation aligns with their values, goals, and overall well-being.

After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance companies ...

Financial wellness is the crux of your business. As a financial advisor, your goal is to help your clients achieve that elusive, often ill-defined but undoubtedly happy state. What is financial ...

This content is provided by WAEPA. Since 1943, WAEPA has remained committed to the health, welfare and financial well-being of Civilian Federal Employees. With more than eight decades of experience, ...

Financial wellness programs are becoming a staple in the employee benefit universe. But what should a successful financial wellness program encompass? As a rapidly growing industry, we often lack a ...

April is Financial Literacy Month! Given world events over the course of the past several months, there’s no better time to dive into understanding your finances and striving for financial health. Due ...

What exactly financial wellness means and why it’s an important topic for all investors to discuss. Finding a balance between building an emergency fund and investing. What to do with funds after ...

An analytical approach to financial wellness is helpful for some retirement plan participants, but “it’s often emotion that puts retirement money in motion.” The effort of building wealth for ...

Cerulli found that most financial wellness solutions are used at a rate of under 20%, with muddled communication and definition of services potentially crimping uptake. It may not surprise anyone ...

As we enter yet another month of historically high employee quit rates, employers are understandably becoming desperate to attract and retain talent. Many businesses are beginning to supplement rising ...

Forbes contributors publish independent expert analyses and insights. Liz is a Fee-Only CFP Financial Planner, Author & FinLit Advocate. The combination of holiday spending and New Years Resolutions ...