You’ve Finished the MoneySwell Financial Priorities Action Plan!
You did it! You completed MoneySwell’s longest Action Plan! Set a reminder to review the article titles in your plan annually and revisit those topics that are relevant. [...]
How to Maximize the Impact of Your Charitable Giving
Consider your values and the areas you want to focus your charitable contributions Research the organizations you’re considering through reputable vetting sources (listed below) Consider the best methods to donate including direct donations [...]
Alternative Investments When You Reach Financial Abundance
Quick Look Investing in publicly traded companies on the stock market is a proven way to grow your assets. But it’s not the only way to invest. Alternative investments… May include real [...]
When to Consider Permanent Life Insurance
Permanent life insurance… is useful for people who want a payout regardless of when they die is more expensive than Term life insurance provides the ability to access the “cash value” of the [...]
How to Choose a Financial Planner
Before you start your search, define your objectives and the areas of expertise you want your advisor to specialize in. Interview multiple candidates, understand their professional credentials and fee structure but also evaluate [...]
Tax Optimization and Common Strategies
Optimizing your tax situation in a legal and ethical way ensures more of your money is spent on what you value. Due to the complexity of tax law and your unique situation, [...]
Develop a Healthy Money Mindset After Achieving Financial Abundance
Financial Abundance is the final stage of financial maturity. Developing a mindset of gratitude is the key to appreciating the state of Financial Abundance. As you consider how you may want to give [...]
Test Links WP Blog Post
Test Links The descriptions for each link describes how the link should perform within the app (I can make them do what I want in WP). MoneySwell Blog test link - These should always open [...]
Life Insurance
This article is about Life Insurance specifically but is part of a larger section about Understanding Basic Insurance Needs There are two types life insurance, Term, and Permanent. The majority of people opt for [...]
Understand the Different Types of Insurance
In addition to health insurance, these are other major types of insurance to consider. Depending on your situation you may not need all of these. If a given insurance type seems relevant to you, click [...]
in Boulder and San Diego.