BUDGETING News & Analysis

A four step checklist to get ready for retirement. 

We shuffle through life attempting to add zeros to our net worth without pausing to ask ourselves if we are measuring financial success in the right...

How to avoid lifestyle creep and find your path to financial independence.

Big inheritances can be a sign of underconsumption and suboptimal planning.

The Pareto Principle suggests 80% of outcomes result from 20% of all causes for any given event. When applied to our financial well-being, there are...

Take stock of your spending to determine if inflation is an issue for you.

Creating a joint budget is one of the first steps to a happy financial union.

Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.

Savings rate rules of thumb are better than nothing, but smart investors customise their own savings targets.

Taking stock of your assets and liabilities can yield valuable intelligence about your financial health, writes Morningstar director of personal...