Financial wellness
Timely—and timeless—insights on financial wellness
January 18, 2023
January is Financial Wellness Month, the perfect time for investors to reflect on their short- and long-term goals and consider how to achieve them. Our researchers and thought leaders offer insights all year long on how to enhance your journey and advance your overall well-being. Here’s a selection of Vanguard research and commentaries on the topic.
Financial wellness research
Vanguard's guide to financial wellness
This comprehensive guide, one of the first in the industry, provides a three-step financial wellness framework for determining the next best actions that could bring you closer to your goals, no matter where you are in your financial journey.
More insights on financial wellness
Three small yet essential steps for financial wellness
Financial wellness is a critical component of overall life satisfaction and plays a significant role in achieving personal and professional success. In this commentary, Maria Bruno, head of U.S. Wealth Planning Research at Vanguard, shares her perspectives on how investors can achieve success. One key element? Take control of your finances.
A more personalized approach to financial advice
Joel Dickson, Ph.D., head of Vanguard Enterprise Advice and Methodology, discusses the importance of quantitatively measuring financial planning recommendations. This approach can help drive results beyond investment returns and increase the chances that investors will reach their financial goals.
For more research and commentary on this topic, visit our financial wellness hub, featuring more than 30 resources.
Notes:
All investing is subject to risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss.
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