What Does Financial Wellness Mean to You?

To celebrate Financial Wellness Month, we want to know hear from you! From now until Jan. 31, submit responses to one or both questions listed below to life@emoneyadvisor.com.

• What was the best piece of advice about money you were given at an early age?
• What does financial wellness mean to you?

We’ll share your stories here! Each participant will be entered to win a raffle for eMpower points. The winners will be announced in Life@eMoney on Feb. 4.

Congratulations Douglas Dinwoodie, Darryl Kunzman and Rhonda Bastarache! You will each be awarded 100 eMpower points.

Douglas Dinwoodie, Client Service

• When you spend everything you earn, you’re working for dollars. When you spend less than you earn, your dollars work for you.
• Financial wellness means to me that each day, I move a little bit toward safety and joy.

Darryl Kunzman, Technology

• I think it is more of what I observed vs. what I was told.  My grandfather was a successful corrugated box salesman who kept some clients until he was 75, managed his money well, and never seemed to want for anything.  He left this world leaving a substantial sum to pass to his heirs.  He also told me about treating people kindly and professionally which all ties back to financial prosperity.
• Financial wellness means having enough money saved, having enough of it invested wisely for the future, and having financial calculations that provide enough money to last until death.

Rhonda Bastarache, Client Services

Financial Wellness, for me, is not having to worry about living in retirement. Having enough money for not just the basics: paying bills, healthcare, housing up keep, etc. But having extra to do what you want, when you want to!

Looking for inspiration?

Check out this profile about Celeste Revelli’s (FPG) financial wellness journey that was featured in The Philadelphia Inquirer.

What was the best piece of advice about money you were given at an early age?

Read more below about what some of your CLT members had to say about their biggest money lessons.

Joanne Del Signore, Head of People Experience

“Only spend what you can afford. Do not accumulate credit card debt that you cannot pay off each month and always save so you have a cushion should unexpected life events happen.”

Nick DiLisi, Head of Technology

“Pay yourself first.”

Susan McKenna, Head of Marketing & Business Development

“Live within your means!”

Matt Schulte, Head of Financial Planning

“Pay off credit card debt in full each month. It will help encourage you to live within your means and it will quickly become something you don’t even think about –you just do it.”