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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 •
7 min read
Millionaires are nearly as worried as average savers about their retirement. Find out why.
Do you have all the ingredients and the right recipe for financial success? It needn’t be complicated. In fact, it can be as easy as pie.
Want a short cut to a wealthy and happy retirement? These 23 Best TED Talks can help you feel inspired, be smarter and have a better future.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.
Financial stress is the #1 source of anxiety. Use these 3 easy tactics from psychology to feel and do better with your money.
Here are 12 ways you might want to rethink retirement to be better prepared for what lies ahead.
Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.
if you’re near retirement age, then perhaps what scares you more than spiders and goblins is your financial future.
Financial Independence influencer on YouTube. Steve and Joe discuss Joe’s journey to financial independence, his rise on YouTube, and the lessons he’s learned along the way.
(QCDs) are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
As a lifelong worker who paid their fair share of taxes, make sure you take advantage of these sources of tax-free retirement income.
Do you have all the ingredients and the right recipe for financial success? It needn't be complicated. In fact, it can be as easy as pie.
The holidays are a time to be thankful and practice gratitude. Science says it's good for your emotional, physical, and financial well being.
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,
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