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The personal finance articles in this section cover taxes, retirement planning, the use of financial advisors, and estate planning.
Financial planning and personal finance are undertakings where you adopt habits today so that you are better off in the future. To effectively manage your money, you need to set goals and make the right financial decisions today with regards to your spending, income, and savings so that you are set up for whatever the future holds.
Maintaining a personal financial plan is meant to be a part of your life like eating well and getting exercise. However, managing money is not as well integrated into as many people’s routines as physical fitness – even though the research shows that people with written plans feel more confident and have less stress.
Plans enable you to make better decisions, develop better financial habits, and have improved financial outcomes.
Everyone wants to know how much is enough. Here are 10 ways to find out how much savings or income is needed for happiness.
July 14, 2022 • 6 min read
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
Get a guided walk through of the new Roth functionality and get tips for making the most of the tool. Plus explore all the ways we help you make better decisions about conversions and tax deferred savings.
If you are asking, “Am I ready to retire?” Here is some good news: you don’t necessarily need $1 million dollars for a successful retirement. So, what you do need? We did a little digging and here are 8 important skills that will enable you to achieve financial security, health and the best most secure…
When you begin to approach retirement is an ideal time to write a manifesto. In retirement you are no longer defined by the work you do for money. You can be defined by you.
To retire like an adult, you need a responsible and dependable retirement plan. Use this 10 point checklist to see if your future is secure.
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Think you haven’t saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have.
Want to retire young? Get inspired by these 8 popular reasons given by people who successfully retired in their 30s, 40s, and 50s.
Some people retire in their 20s and 30s. What's the secret? Here are top lessons from the most popular financial independence influencers.
Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Micro financial habits are quick, easy, and meaningful ways to do better with your money. Explore options to use in your everyday life.
Roth conversions are a hot topic. Let's make sure that the basics are covered: Find out what they are, how they work, and when or how to use them.
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money.
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Worried about running out of money in retirement? There's good reason to be concerned. Find out how to take action and feel more confident about your future.
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why...
Watch to learn about the need for financial planning at scale and discover why we started NewRetirement.
Bond ladders can be used to protect against interest rate risk. Discover what they are and why you would use one to secure your future.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
Talking about money with friends, family, and peers can improve your financial outcomes. You'll make better decisions.
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more...
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
