Mint was one of the first free online budgeting apps when it launched in 2007. I used it when it was first released. Intuit purchased Mint in 2009 and recently shut Mint.com down. Current users are now forced to find a replacement. Here are the 10 best Mint alternatives worth considering. My Favorites 1. Rocket…
ProjectionLab just released several updates to its financial planning software. Its new partner life expectancy milestone makes it easy to model one partner outliving the other. While not something one likes to dwell on, the death of a spouse has significant implications for the surviving spouse and their retirement plan. The new feature makes it…
Retirement calculators can help us plan and prepare to retire. When we are years away, these online tools can help us determine how much we should be saving. As we approach our time to retire, they can help us understand how much we can spend each year in retirement without going broke. Not all retirement…
Like many other businesses, investment brokers sometimes offer bonuses to encourage investors to sign up with their services. Not all brokers offer a sign-up bonus, but a surprising number do. In this article, we’ll look at the 10 best investment broker bonus offers available in 2025. Be aware that each of these bonus offers has…
Morningstar recently released its annual report on the state of retirement income. It’s the fourth such annual report. In each, Morningstar uses assumptions about future market returns and inflation to estimate the safe withdrawal rate (SWR). In this year’s report, Morningstar estimates that the SWR is 3.7%. This means that one could spend 3.7% of…
When it comes to saving for retirement, there are four account types to consider: The different account types raise an important question about saving for retirement–Does the order in which we fund these accounts matter? In many cases, it does. In this article, we’ll walk through an optimal order of funding retirement accounts. We’ll also…