Napkin Finance

Huge news!!! 🎉 we are featured in the @nytimes! “The best personal finance primer I have read in years.” Thank you 🙏🏼 nytimes.com/2020/01/17/bus…

Should you buy or lease a car? Find out at napkinfinance.com/napkin/buy-lea… #napkinfinance #buyingacar

#Insurance makes up your safety net so that any number of potential disasters—such as an accident, illness, fire in your home, or death in your family—don’t wreck your #financial security. Understand insurance at napkinfinance.com/napkin/insuran… #napkinfinance #insuracecoverage

Looking for a fun and educational activity for your kids this summer? Try out some of these financial challenges. Print the full version from our website: napkinfinance.com/wp-content/upl… #napkinfinance #financialeducation

Take the free Napkin Finance #Crypto 101 course and learn what is #cryptocurrency and how to buy it, all about #blockchain, and the pros and cons cryptocurrency as a form of #investment. napkinfinance.com/courses/crypto… #napkinfinance #investmentstrategies #financialeducation

Check out Napkin Finance Build Your Wealth in 30 Seconds or Less, named one of the top 25 best personal finance books by @thepennyhoarder! thepennyhoarder.com/budgeting/best…

Paying down #debt can help you reduce stress and free up cash to put toward your #financialgoals. Click to read more on the Avalanche and Snowball methods for paying down debt: napkinfinance.com/napkin/paying-… #napkinfinance #financeadvice

When considering your options for #retirement savings, be sure to consider a #RothIRA! It's funded with after-tax money, which could save you money in the long run. Learn more at napkinfinance.com/napkin/roth-ir… #napkinfinance #financialplanning

Rolling over funds from your 529 to your IRA must meet current annual contribution requirements. The current maximum IRA contribution is $6,500 per year, so it would take you just over 5 years to roll over the full amount. #napkinfinance #collegesavings #retirement

The Secure Act 2.0 has changed the rules for 529 plans. Starting in 2024, beneficiaries with a 529 account that have been open more than 15 years can begin to roll up to $35,000 into a Roth IRA in their own name.

📣 NEW UPDATES on #529 Plans due to the Secure Act 2.0 [a thread]

No matter your financial circumstances, managing your money can feel stressful, but it doesn’t have to be. 💸 Learn to take control of your money in our FREE Money 101 course: napkinfinance.com/courses/money-… #napkinfinance #moneyhabits #moneymindset

Download our budget worksheet here: napkinfinance.com/wp-content/upl… #napkinfinance #sticktoabudget

Creating a #budget, but not sure where to start? Try using the 50/20/30 rule! 50% of spending goes to essentials (food, housing, medical) 20% goes to financial goals (retirement, savings) 30% is discretionary (shopping, vacation, out to eat)

@Nely_Galan Get your copy of Napkin Finance, the book, at napkinfinance.com/book/

"I love Napkin Finance! It is the easiest way to become financially literate. Every family should have a copy and play a weekly 'Napkin Night.' How could money be this simple and fun?" - @Nely_Galan (NY Times Best Selling Author of Self-Made)

#DYK that there are 6 common types of auto insurance coverage? 🤯  Learn how to buy car insurance like a pro to ensure you're getting the coverage you need while getting a good deal at napkinfinance.com/napkin/car-ins… #napkinfinance #insurancepolicy #insurancecoverage

Having good #credit ensures you can access the resources you need on better terms, and we're here to help you build a good credit score! Find our credit quizzes, courses, and other resources at napkinfinance.com/?s=credit #napkinfinance #creditscore #buildingcredit

5️⃣ Make your first deposit. You can set up automatic recurring deposits, or manually add additional funds when available.

4️⃣ Pick your investments. You can change how the money in the account is invested, but only twice a year.

Anyone can open a #529 tax-advantaged #collegesavings account, here's how: [thread]