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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.
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.
Why budget? Budgeting can improve your short-term and long-term finances as well as your emotional well being.
Deciding when to retire? Getting close to the date? Asking yourself what difference a year makes? Explore the financial and emotional considerations of 1 more year.
Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how.
As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 12 things you need to do NOW for a secure 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.
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
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.
Want a secure retirement? It is not simply about following a financial plan. Imagining who you are going to be may be critical to your success.
What is a recession? The good news? Well, recession isn’t always so bad and you probably won’t know are in one until after it’s over.
Bloomberg’s Eric Balchunas discusses his new book (The Bogle Effect), ETFs, the future of financial advice, and more.
Retirement calculators designed for couples have special features to make results reliable and useful. Find out what you need.
There is a lot of buzz around “financial wellness.” But unlike many fads, financial wellness is definitely a worthwhile pursuit.
Demographics and longevity are 2 factors causing financial woes for Social Security and Medicare. Learn if your benefits will be impacted.
A home equity loan at retirement may seem counter intuitive. However, there are some compelling reasons to consider taking on this debt.
Some people retire in their 20s and 30s. What’s the secret? Here are top lessons from the most popular financial independence influencers.
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.
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…
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
