Financial Wellness

Is Marriage Good for Your Financial Health?

There’s an old maxim that “Two can live as cheaply as one.” Is that true? Or is it what people used to call “an old wives’ tale”? Consider… In 2006, in a State of Our Unions report from the Institute on Marriage at Rutgers University, Barbara Dafoe Whitehead declared, “Marriage is a wealth generating institution.”  […]

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Can Money Buy Happiness?

Can money buy happiness? More than a decade ago, Nobel Prize-winners Daniel Kahneman and Angus Deaton decided to tackle that question.  They studied the results of a 2008-2009 survey of 450,000 Americans (i.e., the Gallup-Healthways Well-Being Index).  Kahneman and Deaton observed that the more people earned, the more inclined they were to report being happy—up

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Your “Wealth Culture” (& Why It Matters)

Did you know your family has a “wealth culture”? (By “culture,” I mean the collection of common beliefs, values, assumptions, customs, and behaviors that mark a group of people.)  Every group of people displays a certain culture. Cities do. So do schools and churches, civic organizations and sports teams.  Businesses also have distinct cultures. (I’m

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6 Essentials for a Life of Wealth

In my last column we looked at the difference between affluence and wealth.  My simple definition of affluence is “your income relative to everyone else’s.” If you make $36,000, you qualify as an average Joe – you’re right in the middle of the income numbers for the rest of the country.  However, someone making $36,000

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The Role Character Plays in Financial Success

In a celebrity culture like ours, the “rich and famous” get most of the attention. The freak athlete. The shrewd mogul. The talented entertainer. The mesmerizing author. The successful investor. The flamboyant reality star. Through some combination of genetic gifting, hard work, and dumb luck, these few lucky souls have managed to hit it big.

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Workers Worry About Money Today, Not Retirement Tomorrow

What causes the average Joe stress at work? Work, right?  Or maybe something about work – a bad boss, poor working conditions, toxic co-workers or maybe just Facebook being blocked on their work computer (“dang IT guys!”). Each year international accounting firm PricewaterhouseCoopers (PwC) sponsors an Employee Financial Wellness Survey. Their 2020 survey asked employees,

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