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 "Expenses"

39 matching articles

End-of-Year Budgeting Tips

October 29, 2025

End-of-Year Budgeting Tips & Tricks

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

When to Consider Permanent Life Insurance

Action Plan Content

When to Consider Permanent Life Insurance

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 Expenses

March 14, 2023

How to Estimate Your Annual Expenses

Life Insurance

Action Plan Content

Life Insurance

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

How much your emergency fund should have depends on your life stage.

Action Plan Content

How much of an emergency fund should I have?

Calculate Your Emergency Fund for Independence

Action Plan Content

Calculate Your Emergency Fund for Independence

Evaluate your risk tolerance and other financial priorities to determine if a six month emergency fund is a big enough safety net for you.

Action Plan Content

A Six Month Emergency Fund & Beyond

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

Retirement Calculation Methods

Action Plan Content

Retirement Calculation Methods

And emergency fund at 6 months or more should give you a sense of independence!

Action Plan Content

Fully Funded Emergency Fund

Umbrella Insurance

Action Plan Content

Umbrella Insurance

Renters Insurance

Action Plan Content

Renters Insurance

Auto Insurance

Action Plan Content

Auto Insurance

Six Essentials to Building a Strong Money Mindset

Action Plan Content

Six Essentials to Building a Strong Money Mindset

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

What is High-interest Debt?

Action Plan Content

What is High-interest Debt?

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

Action Plan Content

Automatically Fund Your Emergency Fund Account

Fund Your Emergency Fund to Your Growth Level

Action Plan Content

Fund Your Emergency Fund to Your Growth Level

Adjust Automatic Savings to Your Emergency Fund – Growth Level

Action Plan Content

Adjust Automatic Savings to Your Emergency Fund – Growth Level

How to Evaluate Your Health Insurance Needs

Action Plan Content

How to Evaluate Your Health Insurance Needs

An Emergency Fund in the Growth Stage

Action Plan Content

An Emergency Fund in the Growth Stage

Confirm You Can Meet Your Financial Needs

Action Plan Content

Confirm You Can Meet Your Financial Needs

Resources to Help Make Ends Meet

Action Plan Content

Resources to Help Make Ends Meet

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

Understanding Your Basic Financial Needs

Action Plan Content

Understanding Your Basic Financial Needs

Track Your Progress with Budget Planner

Action Plan Content

Track Your Progress with Budget Planner

Crunch Your Numbers

Action Plan Content

Crunch Your Numbers

Pay off all Medium-interest Debt

Action Plan Content

Pay off all Medium-interest Debt