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100 articles (newest first)
May 13, 2026
I read a personal finance book. Then forgot 90%.
November 21, 2025
Why MoneySwell is Sitting Out Black Friday
October 29, 2025
End-of-Year Budgeting Tips & Tricks
October 24, 2025
Money Management For the 95% (and the other 5%)
October 21, 2025
Three Critical End-of-Year Reminders
October 17, 2025
Open Enrollment Season
October 1, 2025
From $850 to Roth IRA: My Early Personal Finance Journey
March 11, 2025
The Four Big Blockers To Financial Fitness
January 13, 2025
How to Achieve Your Financial Goals this Year
December 12, 2024
MoneySwell in Less than 90 Seconds
December 12, 2024
The Employer-provided Benefit Your Employees Want
November 16, 2023
Do you really want to give every dollar a job?
October 24, 2023
The Micro Math on Micro-investing
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You’ve Finished the MoneySwell Financial Priorities Action Plan!
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How to Maximize the Impact of Your Charitable Giving
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Alternative Investments When You Reach Financial Abundance
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When to Consider Permanent Life Insurance
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How to Choose a Financial Planner
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Tax Optimization and Common Strategies
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Develop a Healthy Money Mindset After Achieving Financial Abundance
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How to Estimate Your Retirement Nest Egg Needs
April 7, 2023
How to Project Your Future Outlook for Retirement Planning
March 26, 2023
How to Estimate Your Annual Investment Growth Rate
March 14, 2023
How to Estimate Your Annual Expenses
March 12, 2023
How to Find Out Your Gross Annual Income
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Life Insurance
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Understand the Different Types of Insurance
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How to Achieve an Earlier or More Affluent Retirement
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Retire by Your Goal Retirement Age
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How much of an emergency fund should I have?
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Calculate Your Emergency Fund for Independence
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A Six Month Emergency Fund & Beyond
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Build a Mindset for Financial Independence
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Increase Retirement Savings Rate to Extent You Can
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How to Choose Investments for Retirement
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How to Open Your Account
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3 Ways to Calculate Your Retirement Number
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How to Choose Your Retirement Account Type
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Setup Full and Automatic Bill Payments
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How to Choose a Company for Your Retirement Account
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Retirement Account Setup Checklist
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How to Set Up Automatic Funding to Your Retirement Account
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Types of Passive Income Opportunities
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Alternate Retirement Savings Methods
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Retirement Calculation Methods
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Setup Purchase (either lump sum or recurring)
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Choose Investment
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Open Account (if applicable)
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Determine Investment Account Type
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Determine Investment Amount(s)
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Make Additional Investments Checklist
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Mark All Debts Paid Off
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Make Update with Lender(s)
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Determine Extra Payment Amount(s)
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Pay Off Debts More Quickly Checklist
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Pay Off Other Debts OR Setup Your Investments
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Set Reminder to Review your Trust
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Set Reminder to Review your Will
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Create a Trust
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Create a Will
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Understanding Wills & Trusts
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Should I Pay Off Debt or Invest?
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Understanding “Other” Debt
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Fully Funded Emergency Fund
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Adjust Your Emergency Savings for Financial Independence
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Umbrella Insurance
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Long-term Care Insurance (LTCI)
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Long-term Disability Insurance (LTDI)
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Renters Insurance
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How to Retire Comfortably
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Home Insurance
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Auto Insurance
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Six Essentials to Building a Strong Money Mindset
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How to Build Good Financial Habits
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20 Financial Terms Everyone Should Know
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What is High-interest Debt?
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Automatically Fund Your Emergency Fund Account
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How to Set Up Your Emergency Savings Fund
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Set Up Automatic Debt Payoff Plans
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Calculate Your Medium-interest Debt Payoff Date
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What is Medium-interest Debt?
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Get Health Insurance & Write Down Policy Details
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Fund Your Emergency Fund to Your Growth Level
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Setup Reminder to Review Charges & Payments
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Adjust Automatic Savings to Your Emergency Fund – Growth Level
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How to Evaluate Your Health Insurance Needs
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An Emergency Fund in the Growth Stage
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Setup Financial Automation
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The Importance of Health Insurance
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Build a Growth Mindset for Your Money
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Build a Mindset for Financial Security
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What is Financial Automation?
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How to Set Up a Credit Freeze
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Confirm You Can Meet Your Financial Needs
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Setup Automatic Minimum Payments for Your Debts
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How to Setup Multi-factor Authentication
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Resources to Help Make Ends Meet
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Determine the Best Method to Payoff Your Debt
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Track Your Monthly Expenses
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