News

3 expert-recommended steps for creating a budget that makes life easier, not harder

Setting limits on how much you can spend can feel restrictive. But achieving financial goals often requires some sacrifice and discipline. Personal-finance experts recommend writing a “spending list” framed around your goals, surrounding yourself with like-minded people, and forgiving yourself for mistakes. This article is part of a series focused […]
3 expert-recommended steps for creating a budget that makes life easier, not harder
News

3 strategies to gain control of your money today, no matter how stressed you are

Preston D. Cherry, CFP and founder of Concurrent Financial Planning, and Kelly Lannan, vice president of Fidelity Investment’s Young Investors for Personal Investing, sat down with Business Insider’s Tanza Loudenback for the Master your Money Live Digital Bootcamp. They discussed aligning your spending with your values, why it’s important to […]
3 strategies to gain control of your money today, no matter how stressed you are
Makes Cents

Struggling to manage your money? You may need financial therapy.

Financial therapy is a practice that looks at our relationship with money and the psychological, behavioural or cognitive beliefs we have around it. It can help get to the root of some of the issues you may have around money, such as over spending. Australian financial therapist Jane Monica-Jones explains […]
Struggling to manage your money? You may need financial therapy.
Markets

New research found that millennials and Gen Z are more likely to take an interest in their finances, thanks in part to the ‘gamification’ of budgeting apps

Research from UBank has found COVID has shifted the way Australians look at budgeting, particularly millennials and Gen Z. It found that 68% of millennials have a budget, compared to 58% of Gen Xers and 55% of Gen Zers. UBank CEO Philippa Watson attributed this budget-savvy attitude to the gamification […]
New research found that millennials and Gen Z are more likely to take an interest in their finances, thanks in part to the ‘gamification’ of budgeting apps
Markets

Harness that back-to-school energy for your money

Welcome to Personal Finance Insider, a bimonthly newsletter that connects you with the stories, strategies, and tips you need to be better with money. Here’s what: ‘Tis the season No, not the holiday season (yet!). ‘Tis the season to reset, get organised, and set intentions for the rest of the […]
Harness that back-to-school energy for your money