Should I Pay Off My Loan Early? Decide in 3 Steps!
Should you pay down your mortgage, car loan, student loans, or other debt more aggressively? Here’s how to decide in...
Top 10 Checklist: Prep Your Finances for Success in 2023
Want to make 2023 your best year yet? Get your finances ready with this top-ten checklist so you can save...
7 Personal Finance Resolutions for the New Year
Thinking about your 2023 New Year’s resolutions? Reach for the stars with these 7 personal finance goals — plus tips...
Why Do People Get Audited by the IRS?
Want to know how to avoid an IRS tax audit? CFA/CPA Charles Renwick explains. Learn what triggers an IRS audit...
9 Tips to Help You Prepare for a Puppy
Puppies are an absolute joy, but they certainly don’t come with an instruction manual. Check out these 9 tips to...
8 Tips to Stay Productive at Work
Everyone’s more productive some days than others, but if you’re in a slump, devise a strategy for staying effective and...
How to Deal with Money Imbalance in Relationships
Does money ever come between you and your partner? What about friends or family? Change that today with these 9...
How to Get the Most out of Your Black Friday Shopping
Want to stretch your Black Friday savings to the max? Get the most out of your 2022 Black Friday holiday...
The Quicken Dashboard Keeps Getting Better
See your personal finances the way you want to with fully customizable dashboard cards. Build your own views and keep...
Roth vs Traditional IRAs: Which Should You Choose?
CFA/CPA Charles Renwick explains how to choose between traditional vs Roth IRAs, with examples, plus converting to a Roth IRA...
How Long Does a Bear Market Last? Remember These 3 Things
Market drops often recover faster than we remember. Michael Lynch, a financial planner formerly onsite at ESPN, shows why with...
How to Teach Your Kids About Taxes
If you want your kids to grow up money-smart, talk to them about taxes and other personal finance topics. These...
How You Can Use the 10/20 Rule to Budget and Save
How much debt is too much? Find out with the 10/20 rule. Use it to see your maximum debt target,...
Financial Planning Month 2022: 7 Tips for a Bright Future
Did you know October is Financial Planning Month? Get ahead of the game with these 7 tips for making a...
Want to Retire Early? Start Here.
Want to retire early? Build your dreams, retire early, and claim your financial freedom. Take the first step right now...
IRAs, Roth IRAs, and 401(k)s Explained: Which Is Right for You?
What’s the difference between IRAs, Roth IRAs, and 401(k)s? And which is right for you? CFP® Jeff C. Johnson lays...
Home Mortgage Tracker — Easy, Convenient & Automatic
This built-in mortgage tracker is fast, easy, and automatic. Track your payments, balance, interest, and more. Even explore different payment...
If You’re Hiring a Financial Advisor, There Are 4 Main Things You Need to Know
When hiring a financial advisor, consider these 4 main things, including 5 minimum standards and 5 key questions to ask...