Financial Planning
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Set savings rules that trigger automatically on payday06/22/2025 -
Tie financial habits to existing routines06/19/2025 -
Plan backwards from your retirement number06/16/2025 -
Keep discretionary categories fluid for realistic control06/14/2025 -
Revisit your plan every 90 days to stay aligned06/09/2025 -
Include your partner in major financial decisions06/07/2025 -
Plan for inflation even in stable economies06/03/2025 -
Use annual goals to guide your monthly strategy05/30/2025 -
Evaluate your subscriptions once per quarter05/28/2025 -
Designate accounts for short-, medium-, and long-term goals05/24/2025 -
Make space for generosity in your monthly budget05/21/2025 -
Use a calendar to schedule financial check-ins05/17/2025 -
Automate savings for each major life milestone05/15/2025 -
Define your emergency fund target based on real needs05/13/2025 -
Build flexibility into your plan for life changes05/10/2025 -
Use net worth as a long-term performance metric05/05/2025 -
Map out fixed and variable expenses separately05/03/2025 -
Prioritize high-impact goals before optional ones05/01/2025 -
Break large goals into financial phases04/29/2025 -
Start your plan with core values, not just income04/25/2025
Latest Articles
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09/13/2025Use tools to simulate plan-based scenarios -
09/10/2025Customize card alerts to monitor real-time charges -
09/08/2025Plan investment reviews quarterly to stay focused -
09/05/2025Separate retirement investing from other future planning -
09/04/2025Don’t overlook lesser-known benefits like roadside assistance -
09/03/2025Include socially responsible funds if aligned with values