Open Account (if applicable)
New investment account types different from what you already have requires opening a new investment account. You may be able to open that account at the same institution where you already have your [...]
Determine Investment Account Type
The account you make the extra investment in is completely up to you. The likelihood of withdrawing funds (either contributions or earnings) prior to retirement may impact your choice of account (see "Limitations" [...]
Determine Investment Amount(s)
Using a tool like MoneySwell's Cashflow goals is an important step to understanding how much "wiggle room" you have to invest any extra cash you might have. << [...]
Make Additional Investments Checklist
Follow the five steps below to make additional investments. Logged-in MoneySwell users should check these off their list as they complete each step. Five Steps to Making Additional [...]
Mark All Debts Paid Off
Logged-in MoneySwell users can check this off their personal financial action plan! << Pay Off Debts More Quickly Checklist Well done! If you have multiple “other” debts, use [...]
Make Update with Lender(s)
Adding an extra principal payment shouldn't take more than a minute through your lender's website. << Pay Off Debts More Quickly Checklist Add An Extra Payment Go to [...]
Determine Extra Payment Amount(s)
Your additional payment can either be set up as a new payment or it can be an addition to and older one. To determine the amount you can afford, use the MoneySwell Cashflow [...]
Pay Off Debts More Quickly Checklist
Complete the tasks below to pay of your "Other Debts" more quickly. Logged-in MoneySwell users should check these tasks off as they complete them. Complete the Tasks If [...]
Pay Off Other Debts OR Setup Your Investments
Decide if you’re going to use your extra cash to pay down debt more quickly, invest it, or do a little of both. Add either the Pay Off Debts More Quickly checklist or [...]
Content for the Abundance Tier is Coming!
We don’t yet have content for the Abundance tier! But if you’ve made it this far, good on ya! Under Construction! If you’ve reached the abundance tier it [...]
in Boulder and San Diego.