Save and invest with confidence

We can help you make smart choices with your money

What Documents Do I Need to File My Taxes?

As a taxpayer, you need to provide all the right forms. Here are the documents you'll need to file your taxes accurately.

What Is Taxable Income?

Taxable income is income the IRS can tax you on. Here are some additional income sources you can be taxed on.

How Long Should I Keep My Tax Returns?

Information you need for tax planning.

The essentials

Learn about budgeting, investing, navigating your career, and more.

How to save for short-term goals

Here's what it takes to save for 3 common expenses.

A simple rule for saving & spending

This budgeting rule of thumb can help you feel more in control of your money and make faster progress toward your goals.

Decoding investment-speak

Financial jargon can sound like a foreign language. But you don’t need a degree in economics or a lot of money to start investing. You just need to learn some basics.

Smart investing made easy

Some people like to do things themselves, others like help. Investing isn’t much different. Fortunately, if you are not the “do-it-yourself” type of person, we can help.

Just 1% more can make a big difference

Increasing your savings by just 1% now could mean a lot in retirement.

Why a Health Savings Account Needs to be part of your retirement plan

But if there's one expense that tends to go up in retirement, not down, it's healthcare. Learn more here.

3 Lesser-Known Ways to Get Help Paying Off Your Student Loans

Make sure you explore all your options for loan forgiveness—including these lesser-known programs.

How to Plan for Your Student Loan Payments to Resume This October

If you're among the 55% of borrowers who aren't sure if they'll be able to keep up with their loan payments this year, our guidance can help you make a plan.

How I paid off my loans

Following a budget helped this new grad go debt-free.

Traveling to Attend a Wedding 4 Ways to Make it More Affordable

Even if you have multiple weddings to attend this year, they don't have to break the bank. Learn how to make wedding travel fit in to your budget.

Having a baby? 5 ways to prepare for parental leave

Whether you're planning to take a short or an extended period of parental leave, here are a few things you should do to prepare for that break.

3 things to consider when combining assets with your partner

Bringing your partner into your finances proves commitment to your relationship. Read about how to plan ways to merge assets with your partner here.

Protect your ID and documents on vacation

What would you do if you lost your passport while traveling abroad?

4 steps to determine how much house you can (really) afford

Buying a house is exciting and stressful and there are infinite factors to consider such as, home affordability. These 4 steps may help with your big decision.

3 hacks I use to save money on travel

Setting aside money in your personal budget is great, but sometimes it takes a little more strategy. Here are three smart ways to help make traveling more affordable.

Just keep saving

Saving for the future takes commitment and patience.

Just 1% more can make a big difference

Increasing your savings by just 1% now could mean a lot in retirement.

3 reasons to contribute to an IRA

Saving in an IRA comes with tax benefits that can help you grow your money.

How to save for short-term goals

Here's what it takes to save for 3 common expenses.

A simple rule for saving & spending

This budgeting rule of thumb can help you feel more in control of your money and make faster progress toward your goals.

Decoding investment-speak

Financial jargon can sound like a foreign language. But you don’t need a degree in economics or a lot of money to start investing. You just need to learn some basics.

How to save for short-term goals

Here's what it takes to save for 3 common expenses.

3 Lesser-Known Ways to Get Help Paying Off Your Student Loans

Make sure you explore all your options for loan forgiveness—including these lesser-known programs.

How to Plan for Your Student Loan Payments to Resume This October

If you're among the 55% of borrowers who aren't sure if they'll be able to keep up with their loan payments this year, our guidance can help you make a plan.

More on saving and investing for your goals

How to save for short-term goals

Here's what it takes to save for 3 common expenses.

3 Lesser-Known Ways to Get Help Paying Off Your Student Loans

Make sure you explore all your options for loan forgiveness—including these lesser-known programs.

How to Plan for Your Student Loan Payments to Resume This October

If you're among the 55% of borrowers who aren't sure if they'll be able to keep up with their loan payments this year, our guidance can help you make a plan.

Start investing for your goals

visuals of screens of the Spire app