Return to Wellness Home Page

Financial Wellness

Description:
Financial wellness involves having an understanding of your finances - the resources that help you get the things that you need, in order to live and thrive.  We're talking about more than just having money in the bank to pay bills . . . It's about being able to maintain sufficient resources, in order to be prepared for short term, long term, and emergency financial needs. 

Emotional Environmental Financial Intellectual Occupational Physical Social Spiritual

 

Activities that contribute to your Financial Wellness:
Maintaining a balanced checkbook
Maintain a savings account
Minimizing your debt to income ratio
Actively track income and expenses using a budget
Acquiring assets (ex. home ownership)
Setting and saving for retirement goals

Take this quick test to assess your financial wellness.  (Note: clicking on this link takes you out of OCO's web site.)

AXA Equitable Financial Advisors - Angela Renna

The future is not some place we are going, but one we are creating.
The paths to it are not found but made, and the activity of making them changes both the maker and the destination.
~ John Schaar