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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 • 44 min read
We’ll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting.
Adopting strategies of high achievers can be helpful. Consider when to follow and when to forge your own way.
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric.
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.
Feeling grateful creates a sense of abundance and that has powerful wealth building powers. Learn how.
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills.
President Trump’s reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes.
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future.
The evidence is mounting that maintaining a comprehensive financial plan is the missing link for most people who want financial security. See why everyone needs a written financial plan.
QCDs are a way to help great causes and those in need, but they are also a way to manage your tax exposure and avoid unpleasant surprises.
Due to the the TCJA expiration, your 2026 tax brackets and rates will rise. Find out why and how to prepare for the increase.
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people.
We'll argue that average net worth is a meaningless benchmark. However, we will concede that it can be very interesting.
Listen to Steve Chen and Christine Benz discuss her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights.
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future.
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.
Talking about money with friends, family, and peers can improve your financial outcomes. You'll make better decisions.
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.
Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.
