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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 • 2 min read
Did you have a great Summer? While you were off having fun you might have missed some useful articles. Here are the most popular posts form the last few months.
NewRetirement is now Boldin, your financial confidence platform. Find out why we changed our name.
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what’s trending in the world of personal finance.
Having a group to discuss your finances with can be a source of calm, inspiration, know-how, and fun. Learn about starting a retirement planning club.
In some ways managing money in retirement will be easier and in other ways it will be harder. Here are 10 tips for getting it right.
Better than a “to do” list, discover how a “to-be” list can align your daily actions with your long-term values and aspirations.
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Many ideas about retirement are out of date. Explore these 18 NEW retirement rules for a more secure future.
Explore the differences between financial projections in today’s dollars vs. future dollars. See which matters and why.
Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.
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.
Have you heard of loud budgeting? Underconsumption core? Death cleaning? See what's trending in the world of personal finance.
No matter your current health status, safeguarding your finances against chronic disease is a critical aspect of securing your future.
Your personal financial situation and external financial pressures can cause stress and we all need support sometimes. Here are 12 ideas for where to turn when your confidence is rattled.
Knowing how to invest for retirement can be complicated and it is not an innate skill. However, you can do it with these 7 simple tips.
Underestimating expenses is a good way to run out of money. Learn about commonly overlooked retirement expenses. You'll be surprised by #1.
Have you always thought about living in another country? Learn how to more your dreams of living abroad closer to reality.
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...
Knowing what happens when you inherit money can enable you to improve plans for your own life.
What does it take to be the top 1%, 5%, 10%, or 50% for wealth in retirement? See how wealth is defined and where you stand.
Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
