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 [...]
Set Reminder to Review your Trust
Using your reminder app of choice or a digital calendar, set a reminder to review your will and/or trust at least once a year. Additionally, if there is any significant change like one [...]
Set Reminder to Review your Will
Using a reminder app or a digital calendar, set a reminder to review your will and/or trust at least once a year. If there is any significant change like one of the life [...]
Create a Trust
Much like a will, you can either hire an estate attorney to help you set up a trust or... You can use an online trust maker that will walk you through the process [...]
Create a Will
You can either hire an estate attorney to help you set up a will or... You can use an online will maker. This will walk you through the process of creating the legal [...]
Understanding Wills & Trusts
Both Wills and trusts are legal contracts that help to determine what happens after you die. Most people need a will. You may need a will and a trust. Wills are essential if you [...]
Should I Pay Off Debt or Invest?
If you want to calculate whether you should use extra cash to pay off your debts faster than required, or invest that extra cash, follow the steps below. [...]
Understanding “Other” Debt
Tally up any final sources of debt you may have. For interest-bearing debt where you have the ability to pay it off faster than required, calculate the potential financial impact of investing your [...]
Fully Funded Emergency Fund
Earlier you determined the dollar amount your “Independence Level” emergency fund should be. If you’ve reached that dollar amount in your emergency fund account, you can check this off your list! [...]
in Boulder and San Diego.