Where science meets everyday wellness—expert analysis and actionable guidance to help you age smarter and stronger.
The Healthspan Report
Clarity Before Change: A Calm Financial Start to the New Year
The new year often pushes us toward quick financial fixes—but lasting wealth doesn’t start with action. It starts with understanding. Before setting goals, cutting spending, or changing investments, taking time to gain clarity around your financial picture creates calmer decisions, less stress, and better long-term outcomes. January is the ideal moment to pause, observe, and build awareness—because sustainable change begins with clarity.
Post-Holiday Financial Recovery: Resetting Without Regret
The days after the holidays often bring financial fatigue—extra spending, disrupted routines, and a sense of urgency to “fix” things. But wealthspan, like healthspan, is built through recovery and reflection, not guilt or overcorrection. A calm reset after the holidays can restore clarity, reduce stress, and set the foundation for a more sustainable financial year ahead.
Financial Recovery Matters: Building Wealthspan Without Burnout
Financial health, like physical health, requires recovery. Constant money decisions, rising credit card balances, and financial stress can quietly erode long-term wealth. Sustainable wealthspan is built not by doing more, but by creating simple systems that reduce stress, improve clarity, and align money with what matters most.
Your Year-End Financial Reset: Start 2025 Strong With Updated Savings Limits and a Clear Plan
As the year wraps up, it’s the ideal moment to pause and take stock of your financial life — starting with an honest snapshot of your net worth. This simple number isn’t about judgment; it’s about clarity. It shows whether your financial decisions over the past year moved you closer to your values, or whether it’s time to course-correct.
This week’s Wealthspan post explores why your annual net worth statement is one of the most powerful tools for behavior change, how it reveals your true financial trajectory, and why end-of-year timing gives you the cleanest picture. We also review the updated 2026 retirement and HSA contribution limits — including the Roth-only catch-up rule for high earners — so you can adjust your savings strategy with confidence.
If you want to build financial wellbeing rooted in awareness, intention, and alignment with what matters most, this week’s guide is a perfect place to start.
Year-End Wealth Checkup: Why Your Annual Net Worth Statement Matters for Wealthspan
The end of the year is the perfect time for a financial reset. And the best place to start is with an annual net worth statement. By tracking your assets and debts each year, you gain clarity, strengthen financial habits, and ensure your money aligns with your values. This week’s post walks you through why net worth matters—and how a year-end financial checkup can set you up for success in the year ahead.
Wealthspan 101: Building Financial Health That Lasts a Lifetime
Just like healthy aging requires daily habits, long-term financial well-being depends on a few essential behaviors practiced consistently over time. Wealthspan 101 introduces the foundational steps—like spending intentionally, building safety nets, and investing early—that support financial security for life. This week’s post lays the groundwork for all future financial wellness topics in this series.