Financial health

Latest Stories

Personal Finance in Your Middle Years

By Kevin Gianfortune | July 3, 2018

For those of us in our “middle years,” this is an important time in our lives. We are hitting our stride in our careers, we’ve settled down with a spouse and a house, and maybe started a family. Things that were once remote possibilities are starting to take a more concrete form. With this in mind, we need to start thinking differently about our financial lives.

Four Commitments for Financial Success

By Carolyn Humphrey | February 6, 2018

Nowhere is a commitment more essential to success than when it comes to financial success. Here are four commitments you can make now that will help you understand what you need to do to reach financial success and, more importantly, the steps you need to take to make this happen.

What I Learned from Visiting a Financial Adviser

By Madison Hughes | January 30, 2018

As a professional rugby player my schedule is incredibly busy. I recently had the opportunity to sit down with a Penn Mutual Financial Adviser, and I am better off for having this experience.

Financial Wellness: Get Your Wealth on Track

By Larry Adkins | November 21, 2017

It’s natural for people to dedicate time and effort toward their physical wellbeing – eating healthy, spending time at the gym, and taking up hobbies or activities that promote a balanced lifestyle. But, what about your financial wellbeing? Financial fitness is just as important but is often disregarded by many Americans. Here are four actionable takeaways that can help put you on the track toward financial success.

12 Tips to Help You Become Financially Fit

By Joseph Radovic | June 28, 2017

I was struck by how much of what I learned in my journey to complete an IRONMAN marathon could correlate to anyone striving to move ahead in their personal or business life. The parallels between physical health and financial health were striking. Here are 12 tips to help you become financially fit.

Spring Cleaning – Declutter Your Financial Life

By Carolyn Humphrey | April 18, 2017

The start of spring marks not only a good time for cleaning your house and garden, but is also an opportune time to clean up your finances and get things in better order. Done right, it should make your life easier throughout the rest of the year. Your financial life will be less cluttered, and you will be able to work more efficiently.

Recapture Hidden Wealth

By Chris Lyman | March 8, 2017

It is important to review your spending habits at least monthly, especially because you might not realize exactly what you’re spending. Once you do, you’ll see that there are some simple steps you can take to improve your financial fitness and recapture hidden wealth.

3 Money Mistakes You Don’t Want to Make

By Ande Frazier | March 1, 2017

When it comes to your personal finances, a mistake can really impact your financial future. These 3 money mistakes are ones that you generally don’t want to make.

Stepping into Your Power: A Call to Action through Women of Impact

By Helene Lerner | March 29, 2016

Earlier this month, I launched an online video series called Women of Impact, short one-on-one interviews with women leaders who are playing an active role in reshaping the world. The Women of Impact segment for April features my interview with Eileen McDonnell, Chairman & CEO of Penn Mutual. I chose Eileen for my second interview because I think she has an important message to share.

Go Red for Women: Heart Health and Financial Health Go Hand-in-Hand

By Margaret Walker | February 23, 2016

There is this myth that heart disease is a bigger problem for men than for women. The reality is that heart disease kills more women than men and is the cause of one out of every three female deaths in the U.S. Penn Mutual has been a major local supporter of the Go Red for Women initiative.