Personal Finance
5 articles
Why Near-Retirees Still Struggle With Retirement Tax Planning (and What Helps)
Navigating the final years before retirement can feel like crossing a minefield of financial decisions, especially when it comes to tax planning. For many, the dream of a secure future is clouded by uncertainty. Accordin…
What the Tracey Franco Collective Budget & Smart Money Coaching Session Covers
The Tracey Franco Collective offers a 60-minute Budget & Smart Money Coaching Session, available online or by phone, focusing on budgeting, money management, and financial organization. This educational coaching covers topics like cash flow, savings habits, debt repayment, and longer-term money strategies, including the 50/30/20 Money Method.
Curious About UNTHINK Retirement? Here's the Rundown on Effort-Based Planning
UNTHINK Retirement is a planning service designed to help individuals replace traditional investment risk and advisory costs with structured, personal effort. In a landscape where approximately one-fourth of non-retired …
The No-Jargon Guide to FutureVault: Lock Your Savings Until You Achieve Your Goals
FutureVault is a savings app that allows users to lock money in personal vaults until a chosen future date. It’s designed as a commitment device, a tool that helps you stick to your financial intentions by making it hard…
Jonathan Clements' Legacy Remembered on Masters in Business Podcast
Just days after his passing, a new podcast episode, released on May 29, 2026, offered colleagues and family a platform to reflect on Jonathan Clements' life.