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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 • 5 min read
While most people do short term consumption smoothing, you really need it for your future financial security.
Hear from coach Mikelann Valterra about the “money fog,” making better decisions, female-specific financial challenges, money personality types, and more.
Take a look at 10 things to do now for a financial “spring cleaning.” Ensure your financial plan is on track for the new season.
If you’re wondering whether retiring at 62 (or earlier) is the right thing to do, click here for 12 reasons why you really should go for it.
Behavioral finance can show you how to be happier, wealthier and achieve a better retirement. Explore 16 rules of thumb for a better future.
Here are a few commonly misunderstood financial terms across investments, taxes, insurance, retirement, and estate planning.
Explore how can you make better decisions by categorizing your financial problems as either a muddy puddle or a leaky ceiling.
Daniel Kahneman made profound contributions to behavioral finance and likely to how you manage your money.
There is surprising buzz around Stoicism, an ancient Greek philosophy. See how Stoic wisdom can help you achieve financial wellness.
There are a lot of potential Roth IRA mistakes to be made: 1) Not doing it, 2) Not knowing the rules, 3) Timing, 4) Poor planning, 5) Overlooking spouse... and more!
Yes. You might pay taxes on Social Security. Learn what to expect (federal, state and work penalties) and explore ways to reduce the expense.
Are you "lucky" enough to have to worry about #3? Did you remember #5? Explore all 10 tips on this tax season checklist.
Hear from coach Mikelann Valterra about the "money fog," making better decisions, female-specific financial challenges, money personality types, and more.
The best retirement investments depend entirely on you and your goals. Here are 18 great opportunities for you to consider. Read now!
Uneasy about watching that retirement nest egg get smaller month after month? Don’t worry. Use these 9 tips to overcome your fear of retirement spending.
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...
Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind.
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
