Financial wellness refers to having a healthy and balanced relationship with money. In general, it is where an individual’s financial situation aligns with their values, goals, and overall well-being.

Life & Style has affiliate partnerships so we may receive compensation for some links to products and services. Dr. Minhas, Founder and CEO of GerdLi wrote, “You ought not to attempt to cure the eyes ...

After “pandemic” and “COVID,” the word you are most likely to hear today in discussions about adviser practice management is probably “wellness.” Countless wealth management firms, insurance companies ...