12 Steps to Financial Wellness - Step 12: Review and Tweak

12 Steps to Financial Wellness - Step 12: Review and Tweak

Congratulations! You’ve reached the 12th and final step of the 12 steps to financial wellness. In this step, we’ll review each of the previous steps and adjust this part of your financial health as necessary.

12 Steps to Financial Wellness - Step 11: Start Investing

12 Steps to Financial Wellness - Step 11: Start Investing

With your retirement funds up and running, you’re ready to give your money its best chance at growth through your choice of investment options.

The world of investing can be vast and confusing, especially to a first timer. There are so many decisions to make, and each one carries with it the risk of loss,

12 Steps to Financial Wellness - Step 10: Plan for Retirement

12 Steps to Financial Wellness - Step 10: Plan for Retirement

Now that you’ve learned how to indulge responsibly and are mindful of your credit score, it’s time to start planning for retirement. This is true no matter your stage of life.

It’s never too early – or too late – to start planning for your retirement. However, like all long-term savings goals,

12 Steps to Financial Wellness - Step 9: Build and Maintain an Excellent Credit Score

Step 9: Build and Maintain an Excellent Credit Score

Your credit score is a crucial part of your financial health. The three little numbers measure the capacity of your credit, the proficiency of your money management and your fiscal responsibility. An excellent credit score can open the door to large loans with better interest rates, as well as employment opportunities and

Financial Lessons You Can Learn from Fantasy Football

Financial Lessons You Can Learn from Fantasy Football

As summer winds down with autumn creeping closer, it’s time to start thinking fantasy football! Drafting the best team and guiding them toward the championship takes knowledge, dedication, skill and real talent. Do you have what it takes to be a fantasy football champ?

Whether you do or do not, know that fantasy

Cash, Credit or Debit–How Should I Pay?

Cash, Credit or Debit–How Should I Pay?

Q: With inflation soaring, I want to spend my money in the best way possible. When paying for various every day and occasional purchases, should I be using cash, credit, or debit?

A: There’s a time and place for everything. Some purchases should be paid for with cash, some

12 Steps to Financial Wellness - Step 8: Know When and How to Indulge

Step 8: Know When and How to Indulge

Now that you know how to spend mindfully, pay it forward, and regularly set aside money for savings, you’re ready to learn how to indulge in the occasional expensive treat–responsibly.

Many people equate financial health with a life of deprivation, but this is far from the truth. In fact, living a life of true financial wellness means being happy

12 Steps to Financial Wellness - Step 7: How to Pay Yourself First

12 Steps to Financial Wellness - Step 7: How to Pay Yourself First

Now that you’re managing your money well and you’ve even learned to share the gifts you’ve been given, it’s time to start perfecting the art of saving.

“Pay yourself first” is a catchphrase that means prioritizing your personal savings above other expenses. Savings should not be an

12 Steps to Financial Wellness - Step 6: Pay It Forward

12 Steps to Financial Wellness - Step 6: Pay It Forward

Now that you’ve started paying down debt, you and your partner have tackled big money issues, and you’ve mastered the art of spending mindfully, you’re now ready to think beyond your own needs by learning how to pay it forward.

Money management can sometimes feel inherently selfish. You’re earning, budgeting,

4 Ways to Stay Financially Fit this Summer

4 Ways to Stay Financially Fit this Summer

Ahh…summer! The season of flip-flops and sunscreen, of lemonade and baseball games. What’s not to love about summer?

Unfortunately, though, summer is also the season of overspending for many. When the sun is blazing across a cloudless sky and the day stretches on with endless possibilities, purse strings are looser and cards are swiped

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