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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.
Successful investing is not all about numbers and analysis. Emotions can help and hurt your financial security. Learn how!
Explore some of the issues around the family home and how it works as an inheritance.
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
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Have financial holes in your retirement plan (like not enough savings or unknown risks? See if you should use home equity to fill them.
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.
Certain ages play a crucial role in retirement planning. Find out what you need to know when.
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Whether you are interested in budgeting, monitoring your finances, or making better financial decisions, find a financial planning tool that fits your goals.
Let’s find out why financial planning is the ultimate marshmallow test and explore a few tips for how you can ace it.
You’ll be surprised by how much collective time there is in the world and how it is used. See how it compares to how you spend your time.
Should you consider alternative investments as part of your retirement asset allocation? Probably not, but it depends. Explore the pros and cons.
These 12 year-end tax tips for retirement will help you minimize your 2023 taxes and reduce future tax bills.
Gaining insight into your Adjusted Gross Income can pave the way for a prosperous and tax-smart financial future.
What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.
How many of these 28 financial planning mistakes are you making? Almost everyone fails at #4 and #23. Explore the problems and how to fix them.
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes.
Find out why putting yourself in the mindset of your 80-year-old self and hearing what they have to say is really important.
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.
Here are 10 ways today’s retirees say they would have planned differently, and what you can do to avoid these retirement regrets.
Explore 5 categories of expenses and get get tips for auditing your spending to better achieve your near- and long-term goals.
You probably budget or measure your money. But, are you budgeting time? Explore 9 ideas for measuring and valuing what really matters.
Here are a 8 of the most important retirement and estate planning lessons from Bud Hebeler. They stand the test of time.
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.
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales?
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
