This article is part one of a general guide for using budgeting software to help you get the most out of your app.
Financial Planning Basics
What Financial Accounts Work Hardest for Young Adults?
Building strong habits early in your career helps ensure long-term security. Some financial accounts work especially well for young adults.
Are My Assets Safe? What Are Financial Intermediaries?
Every time someone buys or sells a security, receives a dividend or interest payment or transfers funds, they deal with financial intermediaries. What are they?
Budgeting Apps: We Tested Four, So You Don’t Have To
Struggling to hit your monthly spending and savings goals? Budgeting apps can help you hit those targets. We tested four to save you time.
I Bonds, CDs, and High-Yield Savings Accounts
There are many opportunities to maximize your cash using I bonds, certificates of deposit (CDs) and online high-yield savings accounts.
How Much Do Other People Spend?
Clients, especially new clients, sometimes ask us how their spending compares to other people’s. There is the sense that if they are doing what other people are doing, then they are probably “okay”. Our response has usually been that there is a very wide range of spending levels, and an “okay” level of spending depends [Learn more…]
Managing Money as a Couple: Early Marriage
Marriage is one of the biggest decisions most people will ever make. Your happiness, well-being, and the future of your family can depend on it. Choices you make in your marriage can also affect your financial future. The second in my webinar series on Managing Money as a Couple dealt with the early part of [Learn more…]