The phrase “financial wellness” is thrown around a lot in the financial industry, but the term is commonly misunderstood. Some people only associate financial wellness with how much one has in ...

What is Financial Wellness? The U.S. Consumer Financial Protection Bureau describes financial wellness as a state of being where an individual: Has control over day-to-day, month-to-month finances Has ...

Financial wellness plays a pivotal role in shaping our lives, impacting our sense of security, our ability to pursue dreams, and even our mental health. That’s why, as we map out the year ahead ...