Topic: Financial Planning

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Estate planning 101: 5 lessons for new parents

A new child brings many expansive and expensive tasks, but new parents must remember the importance of making preparations for their child if something were to happen to themselves.

A Must-Read For Moms: 5 Financial Tips

5 financial tips for moms, especially at-home moms, to prepare for life's what ifs and unplanned situations.

Want to become wealthy? Do this one thing.

To meet your financial goals and to become wealthy you need to track your finances. Read 4 reasons why this one thing is necessary to become and stay wealthy.

Strategies for fighting frugality fatigue

Tired of being frugal? Here are 7 strategies to beat frugality fatigue and how you can give yourself a little break.

What should a millennial spend on rent?

Millennials face budgeting challenges when looking for rental apartments. This article can help you better allocate rent within your budget, so you can stick to your financial plan.

What to do if your social life is making you broke

Is your social life making you go broke? Learn how to save money while also maintaining your social life by learning how to budget for social events.

A guide to non-awkwardly dealing with money differences between friends

Having money talks with your friends is never easy. This article can help you better approach financial discussions with friends who you may have financial differences or disagreements with.

Why an emergency fund should be a top financial priority

Emergency savings funds are a top financial priority for any personal finance strategy. Learn how to financially plan to start generating and growing an emergency fund.

Financial Tips from Personal Finance Journalist Jean Chatzky

Take the guesswork out of managing your money. Follow these 4 short and sweet rules from money guru Jean Chatzky to help you make better decisions with your finances.

Why can't I get it together financially?

Getting your personal finances in order is hard. Learn how financial planning can help ensure that your personal finances are where you want them to be.

How to curb your lifestyle inflation wisely

Did you just land a big promotion at work or find yourself with extra annual cash? Your lifestyle will reflect your new income; however you should be aware of lifestyle inflation and how to prevent it.

4 ways to reduce your financial stress

Is your personal finance causing you stress? Learn how to reduce your financial stress by learning personal finance management tactics, as well as stress reduction exercises.

Effective methods to use to get on top of small business debt

Small businesses often find themselves in debt. This article outlines effective methods for entrepreneurs to use in order to help get out of small business debt.

5 reasons we should be talking more about money

Conversations about money and finances can be hard. Learn how to have effective money talks, and get a better understanding of why financial discussions are important.

4 tips for going on a financial cleanse

Are you trying to stick to your financial budget? Consider using a financial cleanse to help get your personal finances back on track.

What to do when your bills exceed your income

Paying bills is never fun, but when your income is lower than what your bills charge, you may be in hot water. Find out how you can protect your personal finances while still paying your bills on time.

Best financial moves for new moms to make

New moms have a lot to plan for, including their finances. Learn what financial steps new moms should take to help them with financial planning goals.

The best way to budget? Try pen and paper

Budgeting does not come easy. Learn how you can budget more effectively by bullet journaling.

How to calculate your net worth

Learn how to calculate your net worth. Understanding your net worth will allow you to make more informed financial decisions.

8 signs your budget needs an overhaul

Budgeting is a great tool to help you save money, but it is important to recognize when your budget needs to be reworked. Read here to learn about signs that should tell you it’s time to revisit your budget.

5 ways city living is costing you

Staying on a budget while living in a city is incredibly difficult. Learn how you can organize your personal finance to stay on budget while you live in the city of your dreams.

7 ways to stop wasting money on your job search

Don't waste your money looking for a new job. Learn how you can save more while you search for a job, and avoid spending recklessly.

What to do if your spouse isn't frugal

Read here to learn how you can align your finances with your spouse's.

Here is how I saved 50% of my income for a month

Saving money takes discipline and practice. Read how one person saved 50% of their income for a month and the tips they can give you to help you save more money.

3 smart money moves to make in your 30s

Financial tips differ depending on your age. This article outlines financial guidance for people in their 30s to consider to help with their personal finance and financial planning goals.

Financial checkup: know your 3 key numbers

Before auditing your finances, you should understand how to perform a financial checkup. This article can help you understand how you can use a financial checkup to get back on track financially.

Managing your finances as a freelancer

Freelancers work in the gig economy, taking on numerous short term jobs at a time. Read here to learn about the benefits and challenges faced by working as a freelancer in the gig economy.

Your credit card minimum payment is just that—a minimum

Do you pay your credit card payments in full? This article explains what a credit card minimum payment is, and more importantly what it means to you when paying your credit card bill.

Your credit score isn't affected by these 5 factors

Your credit score is affected by numerous factors. This article sheds some light on factors you may have previously thought affected your credit report, but actually don't.

8 places to look for a budget wedding gown

Are you planning for your wedding day? The expenses can pile up fast, so read here to learn how you can budget for your wedding accordingly.

10 top money tips

Take a look at Jean Chatzky's top money tips to simplify some of the money issues you might be facing.

6 tips for planning a family vacation without going broke

Planning for a vacation can quickly become a huge expense. This article outlines how you can plan for your ideal vacation getaway, while still budgeting responsibly.

How to throw a bridal shower on a budget

Are you planning on throwing a bridal shower? These parties can get very expensive; this article gives tips on how you can throw a bridal shower on a budget.

Why you might need more than one budget

Keeping multiple budgets can actually help you save more and budget your spending. This article outlines some of the benefits of keeping multiple budgets.

Where do you stand? Year-end review

Follow our 3-step plan to help ensure you're on track to meet your long-term goals.

Why you should get pre-approved before getting a car loan

Thinking of taking out a car loan? Read here for some tips on why you should get pre-approved before making the trip to the dealership.

New parents: save money with these 5 tips

New parents, here are some money saving tips for you. Read here to learn about how you can improve your financial planning by saving.

5 things I wish people understood about frugality

Being frugal may not always be the popular choice. Read here to learn about 5 things that come with being frugal.

The 5 awkward money convos you'll have at work

Money conversations in the workplace can get awkward. Here are some tips for navigating the awkward money talks you may have at work.

What 5 successful people wish they'd known in their 20s

Are you a 20-something? Read here to learn about pieces of financial advice these 5 successful moguls wish they’d known at your age.

Bring some old-fashioned frugality into your kitchen

Are you looking to save more money? Read this article to discover how you can bring frugality into your kitchen.

3 tips to help you save your first $1,000

Saving your first $1,000 can often be hard. Read here for tips on how to start saving to meet your financial goals.

Why the type of account matters to your credit score

Read here to find out what type of account impacts your credit score.

5 money mindset hacks to explode your income

Read how to change your money mindset. A lot of the time, money isn't about the physical green paper; it's about the psychology of money and our attitude towards it.

6 numbers you need to know to actually get out of debt

Trying to get out of debt? Start with knowing these six numbers and you're half way there.

How to financially prepare for your death while you're young

Broaching the topic of your own death may seem morbid if you're in your 20s or 30s. However, estate planning at a young age can help your loved ones avoid the additional worry of dealing with your personal finances after death.

Digitizing your documents

Simply knowing you've got safe, secure digital copies of all your important documents can afford you invaluable peace of mind. Learn more about FidSafe.

4 financial fallacies that mess up your life

Finances are one thing in life you want to get right. Avoid these four fallacies to make sure you're getting on the right track. Learn more.

Having a baby

Bringing a baby into the world means change all around. Learn about the financial ones here.

When feelings of comfort trump spreadsheet math

Honesty in personal finance is rare. Even when the math points at what seems to be the obvious truth, feelings can get in the way.

Journey to financial wellness

Financial wellness connects financial independence with emotional and physical well-being. Learn more about how to start the journey.

5 things that could inflate your rent before lease signing

Anyone who has ever paid rent knows the price can be steep-and there are ways landlords can increase your rent before you even sign the lease.

12 ways to get the lowest mortgage refinance rates

If you're considering refinancing your mortgage, you probably want to find the lowest possible mortgage refinance rates. Here's how.

Keeping the harMONEY alive: When investment styles collide

When it comes to tying the knot, couples have a number of different requirements. Some insist on living together; others insist on having the families meet. But what happens when you have different ways of handling money?

6 key musts on finding time to build your financial future

Here are ways you can find time to make your financial future brighter.

When a dream house becomes a money pit

Any buyer knows that a dream home can become a nightmare. But most people don't expect it to happen to them.

Money decisions for couples

You share life and love with your spouse or partner, but are you detached from money matters? Here's why and how to find more balance in your financial decision-making.

Tell an advisor by the letters

The capital letters after your advisor's name denote more than alphabet soup. Here's a breakdown of what the letters mean and how your advisor can—and cannot—help you.

How do capital gains & losses carry over?

Learn about the effects of short and long-term capital gains and losses.

What's Diversification?

The point of diversification can pretty much be summed up in two simple words: Risk management. Watch this video to see what we mean. (1:40)

Paying biggest debts first might not be best, study says

Snowballing your debts—paying them smallest to largest regardless of interest—might not make sense mathematically, but it just may work better for you.

Split Decisions: Buy a car or lease it

Jean Chatzky weighs the pros and cons of buying or leasing a car. See how her rationale applies to you. (2:26)

Does money matter more to millennials?

Some studies say that saving money is more important to millennials than other generations. See how a group of millennials view their assets and their peers' habits.

Stop focusing on planning mistakes

Many people make financial planning mistakes. The important thing is to move on from them and find a way to remedy the situation. Learn how to take the next step.

Money basics: How to prioritize debt

Between credit cards, student loans, and mortgages, there are many types of debt out there. Watch this video for three tips that can help you tackle it all. (1:55)

Rethinking money as a tool

What if you stopped thinking of money as a goal?

Investing tips: Is it better to go bankless?

When you're just starting out in your investing journey, there are some important things you should know.

The amateur's guide to diversification

Diversification is key when it comes to your investment portfolio. But what does it exactly mean, and how do you do it wisely?
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