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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 11, 2024 • 47 min read
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence.
Get 6 surprising takeaways from Boldin’s recent survey of users about Roth conversions.
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms.
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there’s a lot you can do to improve financial well being right now. Get started!
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too).
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security.
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice.
Here are 28 retirement investing tips from today’s greatest financial minds. Just one of these lessons might make your dream retirement a reality.
Get 6 surprising takeaways from Boldin's recent survey of users about Roth conversions.
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better.
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills.
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there's a lot you can do to improve financial well being right now. Get started!
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now...
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.
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.
