Feeling financially fulfilled means so much more than the number in your bank account. It’s being able to take your family out to dinner without calculating whether you can afford it. It means sleeping soundly on a Sunday night, knowing that if the water heater gives out tomorrow, you can handle it.
Yet true fulfillment is surprisingly rare. Only 16% of Americans consider themselves financially fulfilled, according to a 2026 study by Edward Jones and Gallup. But it’s more achievable than you might think.
Financially fulfilled people tend to share five habits:
• One: They build an emergency fund.
• Two: They create a retirement financial plan.
• Three: They save intentionally for major milestones.
• Four: They put an estate plan in place.
• And five: They work with a financial advisor.
These aren’t complicated steps. They’re foundational, putting you in control. And when you take them, money can stop feeling like a source of stress and start supporting the life you want.
This content was provided by Edward Jones for use by Maggie Schoepski, your Edward Jones financial advisor at 507-867-1460. Member SIPC
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