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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 • 8 min read
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.
Statistically, Americans aren’t living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
You don’t need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.
Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.
Catch up contributions are the IRS’s way of making it easier for savers age 50 and up to tuck away enough retirement savings.
Your attitude toward anything in life is all based on perspective. If you are worried about retirement, here are 9 tips to help you change your approach.
There are thousands of well worn financial tips, but worthwhile wisdom can be harder to find. What do you think of these twists on conventional advice?
Worried you aren’t doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties.
Planning retirement is complex. We make it easy with this 4 step framework. No jargon, just a useful progression to the future you want.
A 529 plan can be a tax advantaged way to fund education. However, the real benefits of these accounts are not for everyone.
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.
Statistically, Americans aren't living as long as before. But, where you live, your wealth, your habits, and more impact your own life expectancy.
Debt levels have climbed to an all time high. Reducing this financial burden is a very worthy goal. Not sure how to get out of debt? You have options. Use this article to get motivated and find a way to approach your debt that feels right for you and your priorities. There are quite a…
You don't need to feel overwhelmed by financial stress. Here are 4 straightforward steps to help you gain financial control.
We hear a lot of horror stories these days about people saving too little, but the fact is that some people are actually saving too much for retirement. It is possible to have too much of a good thing… It’s safe to say that my grandfather is one who saved too much because even though…
Over saving is by design by some and a mistake for others. Get advice for what to do if you think you are over saving from people who know.
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.
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...
Watch to learn about the need for financial planning at scale and discover why we started NewRetirement.
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.