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Heart of Advice

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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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Financial Wellness

Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.

eMoney financial wellness survey

eMoney 2020 Financial Wellness Survey Results: COVID-19 Increases Financial Stress

Financial professionals have a unique opportunity to implement financial wellness programs that positively impact people’s futures now more than ever… Read More

Generation X is taking care of children and parents.

The Weight of Financial Wellness on Generation X

Study after study is revealing the stress Generation X—born between 1965 and 1980—is experiencing due to the pressures on their… Read More

Baby Boomer couple worried about their financial wellness.

Baby Boomers and Financial Stress

Stress caused by financial concerns impacts the wellness of people across generations, but the nature of that stress tends to… Read More

That Makes Cents-Season 3, Episode 6

Financial Wellness for All

We all aspire to financial wellness. But that path is more challenging for some than it is for others. On… Read More

CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

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Photo of a multigenerational workforce

Financial Wellness for a Multigenerational Workforce

How much variety in financial wellness needs exists among individuals in the same generation? It’s a question that doesn’t have… Read More

Puzzle with missing piece showing a dollar bill behind it

Financial Wellness: The Missing Piece to the Wealth Gap Puzzle

According to a study conducted by the American Psychological Association, over two-thirds of American adults feel inhibited by money stress,… Read More

Woman sitting at table using laptop computer

A Cultural Approach to Improving Financial Education Through Planning

Life has been challenging over the last few years, but the global pandemic and social unrest in the U.S. have… Read More

eBook - Deepening Client Engagement Through a Focus on Financial Wellness

READ NOW
Podcast home screen featuring host Mac Gardner with guests Chloe Moore, Luis Rosa, and John Eing

The Culture of Money

The more we help people talk about money, the more we realize how differently we all feel about it and… Read More

Young woman checks financial information on tablet

Embracing the Financial Wellness Journey: Here’s Where to Start

For a long time, financial planning was viewed as a sprint—to retirement, to homeownership, to the greatest accumulation of wealth. Read More

Employer conducting job interview

Yes, You Can Provide the Workplace Financial Wellness Benefits Your Employees Want

This article was originally published in the July 2021 issue of HR News, the magazine of the International Public Management Association… Read More

That Makes Cents Season 3 Episode 2

How Technology Supports Financial Literacy for Kids

As the Founder and Chief Education Officer of FinLit Tech, the latest episode of the eMoney original podcast That Makes Cents… Read More

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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

REGISTER NOW
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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.