How do you achieve financial well-being?

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Financial well-being, for many, is associated with peace of mind and financial freedom. But even though it’s on everyone’s lips, the meaning of this expression is not always clear. 

It is with this in mind that we have prepared this article for you to better understand what financial well-being is, with the best tips on how to achieve it. Check it out!

Financial well-being: what does it mean exactly?

We can start by saying that financial well-being is:

– have control over your personal finances;

– be able to deal with unforeseen events that affect your budget;

– peace of mind and financial freedom;

– keeping accounts up to date;

– be on the right path to fulfilling your dreams.

Did you identify with any of these points? Basically, financial well-being is related to fulfilling your obligations, having the freedom to enjoy life, with protection for unforeseen events.

In fact, we can associate financial well-being with all these options. But we know that these definitions are relative, and may vary from person to person, right?

There are different financial realities and each person’s goal may vary.

Perhaps for some, achieving this well-being means paying off all debts , while for others it is more connected to personal projects, such as financing their own studies.

But what do these goals have in common? The feeling of tranquility and financial freedom. And part of that feeling comes from the security and confidence in being able to meet all financial obligations and plan for the future without worries.

All of this is the fruit of a healthy relationship with money.  As well as the care and health of other sectors of our lives: professional, family, physical and mental. Financial well-being is a key element that offers support and sustenance to all other parties.

Stay tuned: having a lot of money is not synonymous with financial well-being

Despite being a very common idea among all of us, earning a lot of money is not synonymous with financial well-being . Did you know that?

As we said, the concept of financial well-being goes through different social cuts and realities with different priorities. What will determine whether or not there is stability is how each one relates to their own money.

Without organization and financial planning, it is very difficult to strike a balance in your pocket.
It is possible to find people with higher salaries, but who do not know how to manage their personal finances . While others, with a lower income, manage to pay all the bills, achieve balance and have a comfortable standard of living.

Financial well-being: emotional balance

The emotional state, for example, has a great positive impact when the quality of our financial health changes for the better.

Have you ever gone through situations in which you feel shame, stress, fear, anguish or guilt caused by financial instability?

A healthy financial life makes us more secure and confident to live and enjoy other areas of life better. Financial problems make us stressed, distracted and worried.

Financial well-being: more control of finances

Take control of your own money. Planning and financial organization allow you to learn to manage your money, developing autonomy over decisions.

In addition to bringing the tranquility of knowing that all the bills are paid and that there is still money left to use for the rest of the month.

Financial well-being: financial freedom in your hands

Like pieces of a jigsaw puzzle, organization, planning, and control combined together produce financial freedom.

And she in turn represents the power you have to use your money as you wish. To define your priorities and carry them out in the order you deem most important.

Financial well-being: contingencies are no longer a problem

You may have heard of the emergency reserve , right? It’s money saved to solve unforeseen events.

This reserve can be built when we are well organized and have a certain financial slack to leave in the reserve box.

The emergency reserve is perhaps one of the benefits that brings the most peace of mind, as it is what will save us from the most unexpected perrengues. Thus, you are free from resorting to bank loans and other debts.

Financial well-being: you closer to your dreams

With finances up to date and money in your pocket, it’s much easier to make dreams come true, isn’t it?

Gathering money is simpler, the mind is calm and calm to think of good strategies and draw up plans.

How do I know if I have achieved financial well-being?

It’s nothing from another world. In fact, all the benefits mentioned above are already a great way for you to assess whether you have already achieved your financial well-being.

But let’s go! Ask yourself:

– Do I already feel free from financial stress?

– Am I already feeling motivated, engaged with my life plans and productive in my work and other commitments?

– Am I able to manage my accounts correctly and fulfill my commitments?

– If something unforeseen arises at this time, will I be able to resolve it without putting my finances at risk?

– Can I plan my future?

If you can already check all or part of these points, it is a sign that financial well-being is part of your reality.

But calm down, if you haven’t gotten there yet, we’ve separated some tips on how to achieve financial well-being once and for all.

Step 1: Make a financial plan and organize your budget

Knowing your budget and making smart financial planning are key steps to having better control of your finances.

This way, you are fully aware of how much you spend during the month, how much you receive and what are the best strategies to avoid debt and problems related to lack of money.

Step 2: Have an emergency reserve

Don’t wait for the bomb to drop in your lap to start thinking about how to solve it. Unplanned situations can happen at any time and you will need to deal with them.

Separate a small portion of your budget every month to cover unforeseen circumstances such as: a broken shower, a small renovation, medical expenses, car maintenance, job layoff… Start your emergency reserve.

Step 3: Pay off your debts

Being free of any debt is an important step for anyone who wants to achieve financial well-being. The longer you take to pay them off, the more interest will accumulate, only making the situation worse.

Make a plan to resolve this situation.

Step 4: Learn more about financial education and plan your future

The future starts here and now! Use time to your advantage and invest in your financial education. You will learn to handle your money better.

In addition to knowledge always being welcome, knowing more about the financial market will give you more security to make successful investments. Therefore, start planning your future, investing in alternatives that can offer you stability and peace of mind.

1 comment

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