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 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.

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 ...

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 ...

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 ...