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Read our latest member spotlight featuring Clara Metcalfe from Ovation Finance, who says "I'm a recovering wellbeing-junkie." Find out more here - https://lnkd.in/d9q4CgAA #financialwellbeing #WellBeingMatters

Money worries can take an emotional toll, often influencing our spending habits. This article explores the importance of seeking financial support—whether from a friend, family member, or your financial adviser—to help navigate these challenges.

Did you know? Only 14% of people talk to their children or grandchildren about money and inheritance on a regular basis. Additionally, fewer than 30% have taken measures to mitigate inheritance tax. It is time to change that! Arbuthnot Latham’s latest report dives deep into these statistics, offering actionable insights and solutions to empower you on your financial journey. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #inheritance #financialplanning   Did you know? Nearly 90% of people share worries about the economy, yet only 30% consider discussing their financial concerns with their bank during significant life events. It is time to change that! Arbuthnot Latham’s latest report dives deep into these statistics, offering actionable insights and solutions to empower you on your financial journey. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #financialplanning   Are you curious about the financial pulse of the nation? Arbuthnot Latham’s latest report delves deep into the numbers, revealing eye-opening statistics that shed light on the state of financial wellbeing. With nearly 90% of respondents expressing concern about the economy and only 30% feeling supported by their financial services providers, it is clear there is work to be done. Do not let uncertainty hold you back – download your copy now and join us in shaping a brighter financial future! Download here: https://lnkd.in/ekVbRXmM #helpingyougofurther #financialwellbeing #privatebanking #wealthplanning #financialplanning Arbuthnot Latham #Professionals

Comment WELLBEING and I'll send you my top tips on how to improve yours. Every person will have own version of what financial wellbeing means to them. Financial well being is defined as follows   “Being in a state of financial security that gives them choice in their career and the freedom to enjoy life – as well as the ability to provide for family and loved ones and feel secure in their financial future.” In the survey below people who said they experienced good financial wellbeing had following characteristics   * Control of month-to-month spending * Capacity to absorb financial shocks such as period without work * Confidence you are going to meet your goals * Choices to enjoy life * Clarity and security for those you leave behind   Source: The Consumer Financial Protection “Financial Well-being: The goal of financial education” 2015 Financial planning it the starting point for taking control of your finances and building a plan to give you confidence in the areas above This will lead to improved financial wellbeing

January is Financial Wellness Month—Help Your Clients Start Strong in 2025! The new year is the perfect time for your clients to focus on their financial health. Financial Wellness Month is an opportunity to encourage better habits, stronger organization, and long-term peace of mind. At My Personal Bookkeeper, we work alongside you and your clients to: ✅Organize and track their financial documents for better clarity. ✅Help them gain insight into their expenses and spending habits. ✅Assist with year-end reviews and setting goals for the year ahead. Let’s work together to support your clients’ financial wellness in 2025. Contact MPB to learn how our services can make a difference. #FinancialWellnessMonth #MPBServices #ClientSupport

How people feel when they are facing financial challenges: BEFORE SUPPORT “I worried every day about the state of my finances .... and how I would ever sort it out. I’d freak out and freeze when I got a debt letter, which only led to more fines and interest. I was so ashamed, especially as I work in finance – I should have this stuff sorted." AFTER SUPPORT “In the end, all it took was someone to talk things through with, who was calm and organised, knew their stuff, and wouldn’t judge me. It’s been a few months and there’s a long road ahead, but I know I have it in hand. I’m so grateful. And I have so much more energy for the things that are actually important.” All it took was a conversation and guidance to drastically improve an employee’s quality of life – a positive impact they feel every day with renewed energy and focus. And if money worries are even common among financial professionals, clearly nobody is immune to financial stress. Get in touch and add financial education to your wellbeing strategy, so your people can feel these benefits too. #WorldWellbeingWeek #FinancialEducation #FinancialWellbeing #HR

As we head towards a brand-new year, there’s no better time to focus on your financial health. Just like physical and mental wellbeing, financial wellbeing plays a huge role in achieving a balanced and stress-free life. At Peak Fifteen Financial Planning, we believe that financial wellbeing isn’t just about growing your wealth—it’s about peace of mind, security, and ensuring your money works in harmony with your goals and values. Whether it’s setting a budget, reviewing your savings and investments, or planning for the future, small steps today can lead to a brighter tomorrow. Start 2025 with confidence—learn more about how you can enhance your financial wellbeing here: https://lnkd.in/et-cbXWY #FinancialWellbeing #NewYearGoals #MoneyMatters #PeakFifteenFinancialPlanning

💬 Money talks—make sure it’s saying what you want! Join us for a free webinar on Money Management and Wellbeing with Clare Seal, financial wellbeing expert and founder of The Financial Wellbeing Forum. 📅 Thursday, 23 January 🕛 12pm-1pm on Zoom In this interactive session, you’ll learn: - Five steps to financial wellbeing - How to create healthy and realistic money habits - Quick tips for saving during the cost-of-living crisis - Strategies for planning your financial future Don’t miss out on this chance to gain practical tools and insights to take control of your finances. 💡 Register now to secure your spot—it’s free! https://lnkd.in/erh7FXEJ #FinancialWellbeing #MoneyMatters #MoneyManagement #FreeWebinar

Are you curious about boosting your financial wellness ready for the new year? Read one of our most popular articles and ask yourself the right questions to supercharge your financial wellness. Such as... 👉 What are my financial goals? 👉 How good is my financial literacy? 👉 How confident am I in achieving my priorities? 👉 Do I need a financial advisor? 👉 How can I invest responsibly? Learn more: https://bit.ly/3ZrqFLh #Article #FinancialWellness

Great move for Individuals and small businesse in the form of financial education.