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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
Want to live healthfully to 100? Learn the powerful and well researched Okinawan secrets to a long life: ikigai, moai, hara hachi bu and more.
Early retirement does not need to be a dream. Make it your reality with these tips, tricks and hacks. Learn more now.
Financial motivations drive your financial decisions. Be aware of them and you will make better choices.
What will can you learn by creating a retirement plan? Get inspired by 19 planning insights and discover your path to your secure future.
Your money personality type can impact your retirement security. Find out which type(s) you are and learn how to use it to your advantage!
Some people do a lot more retirement planning than others. Have you done more or less than the average?
Can AI be trusted with your money? Let’s explore the role artificial intelligence may play in helping you with financial planning.
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether.
Should you go by gut? Listen to a guru? Use tools? Pay an advisor or coach? Explore what the experts say about who to listen to when making a financial decision.
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are greater for some.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.
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.
Are college costs worth it? A degree promises higher earnings, but not always more lifetime wealth.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Can AI be trusted with your money? Let's explore the role artificial intelligence may play in helping you with financial planning.
Bloomberg's Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
You have options for investment advice at different costs and service levels. But, the most popular option may not be the best. Learn why...
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
