Posts with the tag “financial-wellness”

January Wellness Focus: Financial Wellness
by Aaron Achartz on January 1st, 2025
Financial wellness is our focus area for January. Saundra Davis, professor and financial coach, shares that “financial wellness comprises both the math and the emotions of money,” and outlines three pillars of financial wellness: clarity on goals, knowledge of your financial numbers, and the ability to adjust your behaviors and manage your emotions in a way that honors both your priorities and fin...  Read More
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July Wellness Focus: Financial Wellness
by Aaron Achartz on July 4th, 2024
They say that money doesn't buy happiness. Maybe that is true or maybe it isn't, but having a solid relationship with our finances does help with financial wellness. July's wellness focus area is Financial Wellness. It's a good time to review our financial plan, our contentment with our situation and relationship with money, and a time to make adjustments. Explore more ideas on the Financial Welln...  Read More
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Estate Planning Solutions
by Aaron Achartz on April 2nd, 2024
The All Saints Foundation invites you to a free presentation on Tuesday, April 30 at 6pm in the Fellowship Hall. Wills, Trusts, Health Care Directives and Powers of Attorney will be explained. Learn when a Will is sufficient and when you might prefer a Trust. Learn ways to avoid probate. Discuss the common mistakes to help you avoid unwanted consequences. Bonnie Wittenburg, a Minnetonka-based esta...  Read More
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January Wellness Focus: Financial Wellness
by Aaron Achartz on January 4th, 2023
It's the new year and often a time we review how we're doing and what we may want to change...  Read More
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