Every young professional wants financial security in life, and to know their money can provide them with the things that bring them joy. Getting to that point doesn’t have to entail endless spreadsheets and intensive budgeting plans, but it can call for some strategic, life stage-specific thinking, according to pros.
“Financial wellness has to mean different things at different ages,” says Robert Pagliarini, president of Pacifica Wealth Advisors in Irvine, CA, and author of "Get Money Smart: Simple Lessons to Kickstart Your Financial Confidence & Grow Your Wealth."
Pagliarini looks at it as a “path and plan for the future,” explaining that actively taking steps to reach it “is what wellness is about.” The key, especially when you’re just starting out, is to find a way to balance your planning for the future with living in the moment, he says. These expert tips can help.