Do you really want to give every dollar a job?
Budgeting is powerful and important, but the traditional methods don’t work for most people. I’m a personal finance geek and I’ve never really budgeted. MoneySwell is building a new version of Budget Planner [...]
I read a personal finance book. Then forgot 90%.
Personal finance books can be great, but they fail to solve key challenges. They’re not in tune to our current circumstances and they don’t provide the continuous interaction that can encourage follow-through. Even [...]
The Micro Math on Micro-investing
Micro Investing allows you to invest small amounts of money consistently over time. The amount invested is often the rounded-up difference between a given transaction and the next whole dollar. For example, [...]
How to Estimate Your Annual Investment Growth Rate
Determining the annual growth rate of your investment portfolio is done using the Money-Weighted Rate of Return (MWRR) formula. The MoneySwell Retirement Planner estimates your annualized rate of return using the MWRR formula, [...]
How to Estimate Your Annual Expenses
You should be able to create an annual spending estimate in about 15 minutes or less. If you already have a MoneySwell Cashflow goals plan set up, you’re 90% of the way [...]
How to Find Out Your Gross Annual Income
Salaried workers should be able to find their gross annual income from an offer letter, a pay raise confirmation letter, or their HR, payroll, or benefits system. But it’s always a good [...]
The Blog’s Not Ready!
The Quick Look box is where you can see a short summary of every article. What's the summary of this article? Our blog isn't quite ready! But we're launching in 2023! [...]
in Boulder and San Diego.