Search the MoneySwell Blog

Find practical ideas you can put to work today.

Want a customizable financial action plan?Try MoneySwell for free. No credit card required.

Results for "Retirement"

50 matching articles

Money Management For the 95% (and the other 5%)

October 24, 2025

Money Management For the 95% (and the other 5%)

MoneySwell Retirement Goal Tracker

October 21, 2025

Three Critical End-of-Year Reminders

Open Enrollment

October 17, 2025

Open Enrollment Season

New York City Streets

October 1, 2025

From $850 to Roth IRA: My Early Personal Finance Journey

Achieve better financial wellness by going beyond micro investing.

October 24, 2023

The Micro Math on Micro-investing

Tax Optimization and Common Strategies

Action Plan Content

Tax Optimization and Common Strategies

Develop a Healthy Money Mindset After Achieving Financial Abundance

Action Plan Content

Develop a Healthy Money Mindset After Achieving Financial Abundance

How to Estimate Your Retirement Nest Egg Needs

Action Plan Content

How to Estimate Your Retirement Nest Egg Needs

How to Project Your Future Outlook for Retirement Planning

April 7, 2023

How to Project Your Future Outlook for Retirement Planning

How to Estimate Your Annual Investment Growth Rate

March 26, 2023

How to Estimate Your Annual Investment Growth Rate

How to Estimate Your Annual Expenses

March 14, 2023

How to Estimate Your Annual Expenses

How to Find Out Your Gross Annual Income

March 12, 2023

How to Find Out Your Gross Annual Income

How to Achieve an Earlier or More Affluent Retirement

Action Plan Content

How to Achieve an Earlier or More Affluent Retirement

Retire by Your Goal Retirement Age

Action Plan Content

Retire by Your Goal Retirement Age

Calculate Your Emergency Fund for Independence

Action Plan Content

Calculate Your Emergency Fund for Independence

Build a Mindset for Financial Independence

Action Plan Content

Build a Mindset for Financial Independence

Increase Retirement Savings Rate to Extent You Can

Action Plan Content

Increase Retirement Savings Rate to Extent You Can

How to Choose Investments for Retirement

Action Plan Content

How to Choose Investments for Retirement

How to Open Your Account

Action Plan Content

How to Open Your Account

3 Ways to Calculate Your Retirement Number

Action Plan Content

3 Ways to Calculate Your Retirement Number

How to Choose Your Retirement Account Type

Action Plan Content

How to Choose Your Retirement Account Type

Setup Full and Automatic Bill Payments

Action Plan Content

Setup Full and Automatic Bill Payments

How to Choose a Company for Your Retirement Account

Action Plan Content

How to Choose a Company for Your Retirement Account

Retirement Account Setup Checklist

Action Plan Content

Retirement Account Setup Checklist

How to Set Up Automatic Funding to Your Retirement Account

Action Plan Content

How to Set Up Automatic Funding to Your Retirement Account

Types of Passive Income Opportunities

Action Plan Content

Types of Passive Income Opportunities

Alternate Retirement Savings Methods

Action Plan Content

Alternate Retirement Savings Methods

Retirement Calculation Methods

Action Plan Content

Retirement Calculation Methods

Choose Investment

Action Plan Content

Choose Investment

Determine Investment Account Type

Action Plan Content

Determine Investment Account Type

Set Reminder to Review your Trust

Action Plan Content

Set Reminder to Review your Trust

Set Reminder to Review your Will

Action Plan Content

Set Reminder to Review your Will

How to Retire Comfortably

Action Plan Content

How to Retire Comfortably

How to Build Good Financial Habits

Action Plan Content

How to Build Good Financial Habits

20 Financial Terms Everyone Should Know

Action Plan Content

20 Financial Terms Everyone Should Know

An example of a balanced budget with some extra available for saving.

Action Plan Content

Automatically Fund Your Emergency Fund Account

What is Medium-interest Debt?

Action Plan Content

What is Medium-interest Debt?

Fund Your Emergency Fund to Your Growth Level

Action Plan Content

Fund Your Emergency Fund to Your Growth Level

Setup Financial Automation

Action Plan Content

Setup Financial Automation

The Importance of Health Insurance

Action Plan Content

The Importance of Health Insurance

Build a Growth Mindset for Your Money

Action Plan Content

Build a Growth Mindset for Your Money

What is Financial Automation?

Action Plan Content

What is Financial Automation?

Track Your Monthly Expenses

Action Plan Content

Track Your Monthly Expenses

Using the Plan tab to calculate an emergency fund

Action Plan Content

Fund Your Emergency Fund to Security Level

Track Your Monthly Net Income

Action Plan Content

Track Your Monthly Net Income

Understanding Long-term Retirement Saving

Action Plan Content

Understanding Long-term Retirement Saving

Track Your Cashflow with Budget Planner

Action Plan Content

Track Your Cashflow with Budget Planner

Set Up An Assets & Liabilities Dashboard

Action Plan Content

Set Up An Assets & Liabilities Dashboard

How to Consolidate Credit Card Debt

Action Plan Content

How to Consolidate Credit Card Debt

Pay off all Medium-interest Debt

Action Plan Content

Pay off all Medium-interest Debt