Saturday, April 01, 2023

Retiring from the professional world is a monumental milestone. It is one that should be celebrated, enjoyed, and relished. Finally, the long days spent stressing over quarterly reports and last-minute deadlines have come to an end. No more early morning meetings or late-night brain storming sessions. You’re leaving that for the young up-and-comers looking to fill your shoes. Off into the sunset you go because you’re retiring.

But maybe you’re not as financially comfortable as you’d like to be. Perhaps there are lingering questions you have about your finances—investing, cash alternatives, budgeting, saving, or even debt management. Those are legitimate worries, but ones that can be alleviated easily with the use of specific financial tools. Check out the five financial tools every retiree should consider. It’s time to start living your best-retired life.



 There is a reason this company is listed among the best finance tools on the market because when it comes to personal finance management, Quicken has it all. Their extensive software allows you to manage just about every aspect of your financial life. Some of their resources include things like spending management, bill pay solutions, budget creation services, and investment tracking all on a single platform. And if you’ve ever been curious about your net worth, Quicken has the ability to track the value of all your assets to give you a very accurate idea of how valuable you are. Using this tool is like killing 10 birds with one stone.


Community Tax

 Debt is the last thing you need to be worried about in your Golden Years. If you’re sitting under a pile of debt and need relief, it’s important to get help from a tax attorney. Luckily, you can access the help of a tax professional online, from services like Community Tax. With free consultations, you can decide whether the service is what you need to start digging your way to financial freedom. The following resource is an entire library dedicated to explaining every tax form, including instructions on how to file, who should file, and more!
The URL to use is: https://www.communitytax.com/resource-center/tax-form-library/ 


 You may be a savvy saver and have your budgeting under control, but it never hurts to get help from a second hand. Mvelopes is budgeting software that keeps track of your expenses and income in a single application. It follows the traditional envelope budgeting system except that it does its job digitally. There is no need to have envelopes stuffed with cash laying about the house in this day and age.

Mvelopes also offers its users three different versions of its software. Take your pick from Mvelopes Basic, Mvelopes Plus, and Mvelopes Complete.


Personal Capital

Like other investment and financial management tools, Personal Capital allows you to consolidate all of your accounts into one simple to use program. And when we say all your accounts we mean all. Everything from checking and savings to credit card and investment accounts can be accessed by the click of a mouse. You can set savings and investment goals that can be tracked on a daily basis from the comfort of your own home. Plus, if you have a portfolio with $100,000 or more, and for a small fee, you’ll have access to personalized financial advice.



 Whether you’re a beginner when it comes to budgeting or a seasoned veteran, CountAbout is an online financial services application worth using. Its two versions, Basic and Premium, allow you to automatically download transactions from tens of thousands of different financial institutions. It also provides detailed financial reports, account reconciliation, investment balances, and plenty more. Migrating from Quicken or Mint? No problem. CountAbout allows you to import data from those two services automatically. And don’t worry if you’re not near a computer, you can access CountAbout while on the go with the IOS and Android apps.

Planning for retirement is a small step in a big process. Hopefully, these five financial tools will make you comfortable and prosperous throughout those well-earned golden years.

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