Financial wellness
Staying up to speed on financial literacy
April 11, 2023
Financial literacy may sound complex, but it’s certainly attainable. April is Financial Literacy Month, raising awareness around financial wellness and highlighting the importance of financial planning. Throughout the year, our experts provide best practices to help investors reach their goals. Here’s a roundup of our research and insights on financial literacy and financial wellness.
Financial wellness research
Vanguard's guide to financial wellness
An all-encompassing resource for investors at any stage of their financial journey, our guide provides practical steps for both the short and long term.
More insights on attainable financial wellness
A workout plan for those financial wellness muscles
Three small yet essential steps for financial wellness
Our experts introduce simple and realistic ways to pursue and sustain financial wellness: Taking control of your finances, preparing for the unexpected, and making progress toward your goals.
Financial planning perspectives
What to do with your next dollar: A quantitative framework
This framework describes three strategies investors can use to help maximize the power of their discretionary funds, including managing and prioritizing debt repayment.
Retirement readiness
Unlocking home equity in retirement
Our research team explains how homeowners who retire and relocate typically can access about $100,000 in home equity to put toward their retirement. One key factor that influences the available value: Location, location, location.
For more perspectives and guidance on this topic, visit our financial wellness hub.
Note: All investing is subject to risk, including the possible loss of the money you invest.
Vanguard Information and Insights
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