MoneySwell Search Results
Why MoneySwell is Sitting Out Black Friday
In a previous life, I worked with some of the most well-known brands in the world. My job? Help these brands sell more stuff. Specifically, my focus was on digital marketing—using a variety of [...]
End-of-Year Budgeting Tips & Tricks
The final months of the year can feel like a tsunami of spending. Between back-to-school costs, holidays, travel, and social events, it's easy to feel stressed and lose control of your budget. (In our [...]
Money Management For the 95% (and the other 5%)
How to Get Your Financial Life On Track For a decade, I was in the 5%—the rare financial enthusiast who tracked every single dollar in a detail-oriented personal finance tool. My rows and [...]
Three Critical End-of-Year Reminders
Beyond the Rush: Why Year-End Financial Focus is Non-Negotiable The final months of the year are busy! But with end-of-year financial deadlines that can impact your financial health, a well established money management routine [...]
Open Enrollment Season
Around this time of year, you might be wondering, “When is open enrollment?” As it turns out fall is the only time most people can change or sign up for health insurance (otherwise known [...]
From $850 to Roth IRA: My Early Personal Finance Journey
About 20 years ago, I graduated from college, moved to New York City, and spent my savings on rent, security deposit, and a broker’s fee for my first apartment. I had less money in [...]
The Four Big Blockers To Financial Fitness
For most people, most personal finance tools don’t work. When talking to real people about their experiences with other tools, we consistently heard, “I tried it, but couldn’t stick with it.” Not “sticking with [...]
How to Achieve Your Financial Goals this Year
Many employers top up your “wellness dollars” at the beginning of the year and typically you can use those for personal finance applications like MoneySwell! If you want to learn how to build [...]
MoneySwell in Less than 90 Seconds
In less than 90 seconds (79 seconds to be exact) get a nice overview of MoneySwell. Enjoy!
The Employer-provided Benefit Your Employees Want
An employer provided financial wellness benefit helps employee productivity An employer provided financial wellness benefit helps reduce employee turnover An employer provided financial wellness benefit makes employees feel welcomed (when they're new) and [...]
in Boulder CO & San Diego CA.