MoneySwell

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.

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!

How to Evaluate Your Health Insurance Needs - MoneySwell 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.

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.

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

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!

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/

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!

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

MoneySwell in less than 90 seconds. 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...