Tip of the Week

Financial Wellness Enters the Mainstream

“Longevity fitness,” “financial wellness,” “financial well-being,” “financial health”—no matter what you call it, the real and potential physical health issues affecting all of us at a global level have focused attention on our health status, with a significant spillover into our financial circumstances as well.

This provides an opportunity for financial professionals to become more familiar with the concepts, principles, and practices of a “wellness” approach. By providing strategies and tools, such as the Consumer Financial Protection Bureau’s Financial Well-Being Scale, financial professionals can assist clients accomplish financial health, wellness and well-being.

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