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Money

Articles and guides on achieving your financial goals through various means, including improving your money mindset, investing, and discovering new ways to save.

The Inheritance Tax: Making Death and Taxes a Little Less Certain

August 29, 2023 by Sam
hands with calculator and laptop doing tax calculations

As Benjamin Franklin stated over 200 years ago, “…in this world, nothing can be said to be certain except death and taxes.” The adage rings especially true where these two certainties intersect – namely, the …

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Categories Money

Set It and Forget It: 11 Easy Ways to Automate Your Finances

June 27, 2023 by Sam
automation robot head with headset and microphone

How much time do you spend managing your money each month – paying bills, checking balances, and moving funds around? Is it a few hours, maybe half a day? If you spend almost any time …

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Categories Money

Taking a “Boil the Frog” Approach to Personal Finance

June 15, 2023 by Sam
blue and purple bar graph projecting from phone

Pop culture tends to portray money matters the same way it does superheroes, celebrity gossip, and street racing – larger-than-life, explosive, and heart-pounding at every turn. Real-life personal finance may not be quite as high-octane …

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Categories Money Mindset

Cheap Retirement Countries: 10 Countries Where You Can Retire With $2,000 per Month

August 29, 2023June 9, 2023 by Jen Barnett
woman sitting and reflecting on wooden dock by water

Are you looking forward to retirement? Do you imagine peaceful days spent socializing with family and friends, pursuing hobbies, and catching up on things you put off during a long career with limited time off?  …

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Categories Money

The Income Effect Is Coming for Your Raises. Here’s How to Stop It.

June 5, 2023 by Sam
hands exchanging cash from wallet for paper receipt

You’ve probably been in this situation before – money’s a bit tight, but you’re getting by. You feel sure that with just a little more monthly income, you’d finally be able to get some traction. …

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Categories Money

Understanding Liquid Assets and Why You Need Them

April 6, 2023 by Linda Meltzer
hands exchanging cash over desk

Should a recession come soon, households and businesses will want liquid or cash-equivalent assets that they can quickly convert into cash without loss of value to continue to pay their monthly bills and living expenses. …

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Categories Money

6 Financial Self-Care Tips to Improve Your Financial Wellness

March 31, 2023 by Sam
financial self care woman with money vegetables

Recent years have seen a rapid proliferation of the conversation around wellness. Among other factors, social media and online communities continue to empower more people every day to take charge of their physical, mental, emotional, …

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Categories Money Mindset

DINK Generation: Are Young Families Choosing Income Over Kids?

March 30, 2023 by Sam
happy couple looking at phone together

DINK families – those with multiple working adults and no children, were once seen as relatively uncommon, though not necessarily unheard of. Today, DINKs are quickly becoming more the rule than the exception. The past …

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Categories Money

7 Ways to Outfox Planned Obsolescence and Protect Your Wallet

February 2, 2023 by Sam
elephant sculpture made from electronic waste

From the first time your phone runs out of charge unexpectedly, crashes while opening an app, or has no room to store a photo, you know the writing is on the wall. This little device, …

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Categories Money Mindset

The Ins, Outs, and All-Arounds of US Savings Bonds

January 10, 2023 by Sam
one thousand dollar US savings bonds

Although they wax and wane in popularity over the years, bonds remain a core portfolio component for many investors. In particular, US savings bonds combine the stability of a fixed-income investment with the confidence of …

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Categories Money
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