Tags » Financial Well-being

Good in concept, bad in practice

A picture says a thousand words. This is the often referred to example of why knowledge, by itself, is not very effective in behavior change. Evidence of the devastating impact of smoking on nurses is captured by the… 206 more words

Financial Well-being

Half the picture?

The problem with survey data is that it often times focus on a specific issue in absence of the full picture. I recently revisited Aon’s 2016 retirement and investment survey, summarized well in this… 174 more words

Quick Takes

Financial Well-Being Program

My Secure Advantage is a financial wellness program offered by King County to all employees. You get 90 days of the program at no cost to you. 44 more words


In the Blink of an Eye, She Was Gone

Several years ago, I asked a client, “If your wife died today, can you afford someone to help you take care of your three kids?” 248 more words

What's your financial capability?

According to the National Financial Capability Study, key components of financial capability include making ends meet, planning ahead, managing financial products, and financial knowledge and decision making… 39 more words


10 Ways I Am Striving to Reach Financial Independence

Here is a quick list of 10 things that my husband and I do in order to get closer to FIRE (financial independence retire early): 212 more words


Financial well-being is a system and not a get-rich-quick strategy

I’m reading two books on managing money. The first, All Your Worth: The Ultimate Lifetime Money Plan, written by mother-daughter duo Senator Elizabeth Warren and Amelia Warren Tyagi, is about finding balance in your money life as that leads to emotional peace and financial well-being. 48 more words

Expense Account