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Financial Wellness in Retirement

The idea of wellness – both physical and mental – has been part of the debate about what contributes to good overall health for many years.

The media world – TV, print and online – is saturated with commercials promoting physical wellness. But financial wellness? It’s largely ignored.

An undeniable causal connection has been identified between financial wellness (the fact that an individual’s finances are on a sound footing) and improved productivity, reduced rates of absenteeism, and increased focus in the workplace. Translation: A financially healthy employee works harder, longer, and with enhanced concentration.

The same principle, we believe, needs to be applied to the quality of life people lead in retirement. Personal serenity – the feeling of contentment and confidence all retirees crave – is founded on many considerations. But let’s not kid ourselves. Not having to struggle financially is one of them – a major one.

Financial wellness is not a goal, it’s a planned process leading to a positive, sustainable outcome: peace-of-mind.

This e-book will help you understand what financial wellness is so you can develop a plan that you can follow, control and achieve it. You will learn to avoid some basic mistakes and take decisive actions with real impact – building a path to a healthier financial life and a more emotionally fulfilling retirement and with enhanced concentration.

What’s Included in This FREE E-Book?

  • Four Key Issues – And how to resolve them.
  • Planning – The financial reality of retirement has changed.
  • Saving – The psychology of saving.
  • Spending – How to avoid outliving your money.
  • Borrowing – Manage debt by not letting debt manage you.

So, What Are You Waiting For?

Simply provide us with your name and email address using the form on this page to unlock this FREE e‑book!

Questions? Comments? Write to us – we'd love to hear from you!