How to Embed the Three Pillars of Financial Wellness into Your Planning Process
Financial professionals have always played a role in improving their clients’ financial wellness by helping them plan for the future… Read More
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.
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
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
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
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
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
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
Understanding Financial Wellness and How to Achieve It
As the host of season three of the eMoney original podcast, That Makes Cents, I have the opportunity to talk… Read More
Promoting Diversity to Improve Financial Education
As part of our ongoing focus on financial wellness, I recently moderated a panel discussion with four financial professionals where… Read More
That Makes Cents Season 3 Launch
We recently launched the third season of our original podcast “That Makes Cents.” This season’s listeners and viewers will gain… Read More
eBook: The New Advisor Value Proposition
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