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What is Financial Wellness?

The New Year has come and gone and February is just around the corner. You might have heard all the hype about January being “Financial Wellness” month. We think raising awareness of Financial Wellness is a great idea especially since every month is Financial Wellness Month at Stoddard Financial. So you might be saying to yourself, “Financial Wellness? It sounds great but what is it?”

According to the Census.gov*, “it’s a time to set new goals for financial freedom and moderation in spending; for people to understand the benefits of ‘paying yourself first.’” We like to describe Financial Wellness as being a lifestyle choice. It’s a commitment to finally taking over your financial life and to quit stressing out over your finances. It’s really not as hard as you think!

Financial Wellness is a lifestyle choice

Many of you might have made a New Year’s resolution already. If you’re anything like us then it’s probably something to do with getting to the gym or eating healthier. Those are great New Year’s resolutions and you should definitely keep up the great work. We have one more resolution for you to try and it’s never too late to get started.

This year we don’t just want you to get physically fit we also want you to get Fiscally Fit!

Set a goal to get Fiscally Fit

There’s nothing like a little motivation to help you achieve something worth fighting for. It can be as big of a goal as saving for retirement or as small of a goal as buying yourself a new outfit. It can be anything. Maybe you want to buy a new car. You might be trying to save up for a house. Finally paying off your student loans could be something you’re striving for. Whatever it is just write it down and remember it. That’s what you’re going to strive to accomplish this year! If you want to take it one step further then we’ve got another option for you.

Take it one step further

For those of you looking for more — than just one goal — should download our Retirement Lifestyle Workbook. This workbook will help you organize your financial life. It will walk you through the process of setting some financial goals. It also serves as a great tool for organizing your assets and liabilities. Have you ever thought about how much money you will need to retire? Well at the very end of the workbook is a worksheet to help you create a budget. If you feel like you need help at any point while filling out the workbook just give us a call at 800-519-5992 or send us a message using our contact us page.

*LPL Financial is not responsible for and may not be held liable for the adequacy of the information available on the link provided.