Maintaining financial wellness
Make your financial wellness a priority with these educational resources and guidance, and our latest market insights
Financial wellness begins by building a stable foundation for your finances, incorporates the short- and long-term goals you want to achieve, and continues with the daily habits that help you get there. Learn how to manage your spending, maximize your saving and have the right strategies for emergencies and other unexpected events.
Build financial stability with these three milestones
What if you need to build your emergency fund, pay down debt, and want to save for retirement? It can seem daunting, but identifying clear goals and making small steps can put you on the right path. Build a roadmap with these milestones to help guide you.
How much should I save for emergencies?
Nobody can predict the future, but we can plan for it. Whether it’s a job loss, medical bill or unplanned house or car repair, earmarking money to cover an unexpected expense or loss of income is an important component of building financial resilience and stability. And it has the added benefit of giving you more freedom to live your life in the way you want.
The four USES of cash
It’s important to keep enough cash on hand to cover daily expenses and unexpected events, but keeping too much of your savings in cash can prevent you from maximizing your investments and staying on track with your retirement goals. We can help you strike the right balance.
Planning for short-term financial goals
Financial planning is considered the long game—and for good reason—but let’s not forget the shorter-term goals you want to achieve on the way, like saving for a home or vacation. Learn how to finance the life you want today while planning for what’s ahead.
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The state of financial wellness in America in 2023
What is financial wellness? What roles do emergency savings, and working with a financial advisor play in achieving this goal? Find out how you compare to other investors in this new survey.