MoneySwell

11/03/2025

10/27/2025

Think you’re set for retirement?
Ava, Riley, and Jordan thought so too… until they realized they were missing matches, goals, and clarity!
Use MoneySwell to check your 401(k), savings plan, and investment performance before January 1st.

10/24/2025

It's nearly open enrollment! That means you're going to be making important decisions about health insurance. But be honest with yourself. Do you understand each of these key terms?
- Premium
- Deductible
- Copayment
- Coinsurance
- Out-of-pocket max

If not, check out the linked article!

Everyone should have health insurance. To evaluate your health insurance needs it’s important to understand the key terms including premium, deductible, copayment, coinsurance, and out-of-pocket max.

10/20/2025

Don’t wait for January 1st!
Take these 3 simple steps now to start 2026 with financial confidence:

1. Achieve Your Retirement Savings Goals
Make sure you’re getting your full 401(k) match with MoneySwell’s Retirement Planner + 401(k) Match Calculator:

https://moneyswell.com/401k-match-calculator/

2. Secure a Final 2025 Tax Break Through Charitable Giving
Learn how the MoneySwell Budget Planner helps you plan year-end donations and reduce your taxable income.

3. Review Your Health Insurance (Open Enrollment)
Understand your options and make smarter health plan choices for 2026:

https://moneyswell.com/action-plan/how-to-evaluate-your-health-insurance-needs

https://moneyswell.com/blog/open-enrollment

Start now, and future you will thank you.

10/06/2025

Compound interest is your secret wealth engine but only if you know how to use it. MoneySwell makes it simple with clear steps, visual dashboards, and personalized goals so you can save smarter, invest with confidence, and stay on track. Build your financial routine today → MoneySwell.com

10/03/2025

At MoneySwell, we help you make small steps today that create big growth tomorrow. Start building smart money habits now and watch compound interest do the work!

10/01/2025

Check out our founder's first money moves after college. From nearly broke to financial security.
https://www.moneyswell.com/moneyswell-blog/from-850-to-roth-ira-my-early-personal-finance-journey/

09/26/2025

Ready to succeed with your money? We’ve got the tools to help you. Click the link in bio to start your FREE trial today!

06/23/2025

Full Webinar: Navigating Your Nest Egg: Knowing how much you might need, how much to save, and when you might be able to retire doesn't have to be complicated. But you need a tool that will help you build a solid retirement planning ROUTINE, not just a one-off calculator.

In this webinar, we go in-depth on the MoneySwell Retirement Planner tool to show you how it can help you achieve your retirement dreams on your timeline.

06/09/2025

Achieving your financial goals is possible. It won't always be easy and you can't count on getting lucky. But if you follow a proven path, one that has worked for millions of people over many decades, you'll give yourself the best chance of success.

06/09/2025

https://youtu.be/nw-MOl_-yuc?si=boOicsLIstnwDMQr

MoneySwell is a personal finance tool designed to empower you and help you achieve your financial goals. Get the skinny in this video in less than 90 seconds...