The Doing Well Blog

She’s a freelancer who takes care of her parents and worries a lot about her inconsistent income. She has college debt, worries about her income, feels pressured to help her family, and is afraid of taking financial risks. On October 2023, she signed up for Doing Well and was able to save money, pay off some debt, reduce expenses, and start saving for retirement.

Phillip is a marketing entrepreneur who wants to have more income to build generational wealth. He owns multiple properties but is struggling to keep up with tax and insurance costs. Also, his business lost money in 2023, so he had less income. In November 2023, he signed up for Doing Well. Now, he spends $3,000 less on expenses each month, saves 20.08% more, bought more insurance, and opened a HYSA.

Identify major red flags in your budget that could risk your financial goals. Find ways to adjust your spending to achieve financial stability in the long run.

Gail is a high-earner in real estate but is overwhelmed by her expenses from big purchases. Married with children and approaching retirement age, she shoulders responsibilities for her family while managing huge expenses for her car and real estate properties. In November 2023, she signed up for Doing Well and made strategic financial adjustments to pay off some of her debts and lay the groundwork for her retirement goal of owning more rental properties for additional income.

Erika is an esthetician who struggled with bad financial habits and decisions. She made some bad financial decisions in the past, had cyclic credit card debts, and no savings. In January 2024, she signed up for Doing Well and was able to reduce her expenses, repay some of her debts, save up for a car downpayment, and start putting money towards savings.

Trying to hit that retirement savings magic number? Here's a deep dive covering everything investors need to know about retirement savings, and how to build, manage, and maintain that nest egg.

Jessica had a career pause and Michael was the only one working, they wanted to make financial adjustments until they bring in more income. They have been married for five years but faced financial challenges during an economic downturn. Jessica decided to pursue a new career and Michael was looking for better job options. In December 2023, they signed up for Doing Well and were able to understand and improve their spending habits, establish a plan for earning more income, start saving for a house, reduce credit card debt, and set up a savings account.

Starting over in your 30s can be an abrupt change, especially for your money. Let’s take a deeper dive into how you can start over later in life and make the most of it.

A deep dive covering everything employees need to know about working for themselves, starting a business, and managing finances as a freelancer or business owner.

Navigating personal finances in your 20s can feel like an abrupt transition as you enter adulthood — let’s take a deeper dive into how you can start off strong and make the most of it.

Sarah is a recent MBA graduate with a good salary but still had a scarcity mindset. She didn't have a budget in place, was unsure about investments, and was not maximizing her work benefits. In October 2023, she signed up for Doing Well and was able to track her expenses better, paid off loans, invested in ETFs, reduced her monthly spending, maximized her employee benefits, and saved for future goals. This resulted in a 22.36% savings increase and boosted her credit score to 803.

Budget categories are key in financial planning to achieve financial well-being and ensure a secure financial future. Implementing a well-structured financial plan, including a spending plan, can help you identify areas of overspending and opportunities to save money. Here are the ones you need to keep in mind.

A deep dive into personal finances for doctors, how they might differ from other professions, and unique considerations doctors will need to take into account for their financial wellness.

Building your real estate business sets you apart from the traditional W2 employee. As a real estate agent, you are essentially your own boss and own business — and you're in charge of your own destiny.

Are you ready to move out of your parent's house for the first time and embrace independence? The journey ahead might seem challenging, but the call for freedom awaits.

Understand the real cost of being a woman and explore the economic realities women face daily, from the pink tax to the gender wage gap.

Navigate the 2024 tax filing season with ease! Learn the new changes in tax law—from crucial tax deadlines to the new tax brackets. Understand how these can impact your tax refund and overall filing process.

Discover financial literacy resources tailored to your unique needs as a teacher. From personal finance guidance to exploring ways for teachers to make extra money, empower your financial journey today.

How do you find the right therapist? This blog walks you through all the different therapists you can consult, a range of therapy websites you can check out, and a couple of tips to prepare you for your first session.

Break free from compulsive shopping with practical tips to fix your spending habits. Regain control and start doing well with your finances.

Transform your financial future with Doing Well's personalized approach. Dive into a world where financial planning meets empathy, tailored advice, debt management, and an intentional human focus.

If you're looking to make extra income, there are a lot of lucrative side hustles you can choose from. Read this full list to learn which of the best side hustle ideas will be the best fit for you.

If you’re worried about the Intuit Mint app shutting down and what is the best app to replace it with, look no further. Here are the 10 best Mint alternatives that you can consider as a replacement.

Tired of feeling undervalued and underpaid? 😓 Why settle for less in your finances and career when challenging the status quo is the path to success? 🚀 Unleash your inner negotiator and master the art of salary negotiation to get the salary you deserve. 💰

How should couples manage their finances? There are three different methods you and your partner can use to manage money so you can start doing well in your relationship.

Confused by your auto insurance? Here’s a user-friendly guide to help you navigate through the complex world of auto insurance. 🚗 We will cover premium quotes, coverage types, shopping guidelines, and when it's time to make a switch!

Are you in your 20s and feeling overwhelmed and uncertain about your early career? 🤯 You're not alone. Here are three workplace secrets to help you make work work for you!

Facing the loss of a loved one is hard enough — but have you considered the financial implications? 💸 With the rising cost of dying across the US, it's crucial to understand and prepare for these expenses ahead of time. 📈

Ready for what’s ahead? Don't let your family shoulder the burden of life's final chapter. Secure their financial well-being and give them peace of mind, while you're still around! Here are the steps you need to take for a worry-free legacy.