Guide to Financial Wellness

Managing multiple short- and long-term financial goals can feel overwhelming at times. With this guide by Vanguard, a three-step financial wellness framework is provided for determining the next best actions you can take to bring you closer to your goals and improve not only your financial situation but also your overall holistic well-being, no matter where you are on your financial journey.

As a learning resource, this guide serves as a financial education tool that also covers topics that most investors will face at some point, regardless of personal finance and financial status.

For more insights on the importance of budgeting to help achieve your financial goals, watch the video series on how to identify your personal budgeting style.