Save and invest with confidence
We can help you make smart choices with your money
View all articles

6 benefits of an HSA in your 20s and 30s
It can pay to contribute to an HSA early and often.
Article
07/12/2022

How to buy a home without a lot of savings
Video
07/12/2022

How homebuyers can compete in today's market
A tight market leaves little room for error. Here are 7 tips to help boost your chances.
Article
07/12/2022

Why mental health matters for your money
Your well-being can affect your finances—and vice versa. Here's why.
Article
07/12/2022

How to save money when planning a wedding
These 14 tips will help keep your big day within budget.
Article
07/12/2022

Should I buy a home or keep renting?
The 5 key questions to ask yourself about this major decision.
Article
06/21/2022

How much house can I afford?
Consider these guidelines to help determine your budget.
Article
06/21/2022

How much should you spend on a car? Here's how to find out
Follow these steps to avoid buying a car that's out of your budget.
Article
06/21/2022

Is renting out your stuff worth it?
Here's how much people make from charging others to use their pools, cars, and more.
Article
06/21/2022

4 steps to picking your investments
Here's what to do after putting money in your investment account.
Article
06/21/2022

7 unconventional ways to pay off student loans
Crushed by unprecedented debt, this generation is getting creative to owe no more.
Article
06/21/2022

How to spend less on gas
Gas has never been more expensive. Here's how to pay less at the pump.
Article
06/17/2022

How I paid off $90K in student loans in 1 year
Following a budget helped this new grad reach his goal of becoming debt-free.
Article
06/16/2022

Stop! Know your trading orders
Here are a few suggestions for using orders—such as limits—in today’s markets.
Article
06/16/2022

How to save thousands in a year
Build an emergency fund, pay for a vacation, or hit another goal with these 9 tips.
Article
06/16/2022


3 steps a 27-year-old millennial took to build a $250,000 investing portfolio
Here are the three main methods she used to reach this major milestone quickly.
Article
06/03/2022

Family finances: when it's time to drop your parents' health insurance
If you're covered by your parents' plan, you should start looking for alternatives well before time runs out.
Article
06/03/2022

How to get your kids interested in personal finance
If you're eager to set your kids on a solid financial path, it pays to talk about money at a young age.
Article
06/03/2022

Is a home really a good investment? Here's what you need to know
Is a home an investment or expense? The reality is that both answers are correct.
Article
06/03/2022

Paying for your home improvements
Article
06/03/2022

These credit card perks could save you hundreds of dollars in 2022
If your goal is to spend less money in 2022 while doing the things you love, here's how your credit cards could make that possible.
Article
06/03/2022

3 reasons to contribute to an IRA
Saving in an IRA comes with tax benefits that can help you grow your money.
Article
06/03/2022

3 scenarios when it pays to update your budget
A budget isn't something you can just set and forget. Rather, it's something you'll likely need to update at various points in life.
Article
05/25/2022

Slaying the giant: salary negotiation tips for long-term success
Begin with shifting your mindset about salary negotiations.
Article
05/25/2022

7 ways to lower your gas and energy bill
Here are some easy tips for paying less for utilities.
Article
05/25/2022

3 money mistakes I made with my first child that I won't repeat
I made three money mistakes with my first child that I'll be correcting when I have my second. Here's what they are.
Article
05/03/2022

5 pandemic-friendly side hustles you can do from home
There are plenty of side jobs you can do without leaving your home. Here are five worth considering.
Article
05/02/2022

Why it’s the perfect time to ask for a raise
If you’ve been waiting for the opportunity to negotiate a raise, now is the time. Here are some reasons why.
Article
05/02/2022

The digital nomad life—and taxes
Traveling while working complicates finances, but it can be worth it.
Article
05/02/2022

7 credit card tips
Make credit cards work for you by maximizing rewards while avoiding debt.
Article
05/02/2022

How to cope when a spender marries a saver
Spenders and savers can coexist happily. Here are some tips to help.
Article
03/30/2022

4 tips for maximizing credit card rewards
Here's how you can maximize credit card perks this year.
Article
03/22/2022

Surviving my pandemic divorce
I told him it was over. Then we had to quarantine together.
Article
03/15/2022

Investing based on your principles
Thinking about investing using environmental, social, and governance factors?
Article
03/11/2022

How to start investing
It doesn't have to be overly complicated. Here's how to start as a beginner.
Article
03/11/2022

Improve your credit score
Consider these good habits to help raise your credit score.
Article
02/04/2022


3 tips to make your side hustle work for you
If you have a side job, or are thinking about starting one, here are our best tips to achieve your goals.
Article
02/04/2022

Got the green light for permanent remote work? 3 moves to make
If remote work is now the standard in your role, here’s a few steps you should consider taking.
Article
02/04/2022

Caring for a child with special needs
Wealth planner Robin Waldman deals with her child's financial future head-on.
Video
02/04/2022

3 tips for increasing your charitable impact
How to make your donations go the farthest.
Article
02/04/2022

Facing divorce? 4 tips to get through it
A little knowledge and planning today could help smooth the transition.
Article
02/04/2022

Health and wellness before pregnancy
There's a lot you can’t control but being as healthy as possible before pregnancy could help
Article
01/19/2022

Moving in and living together
There may come a day when you evaluate your living situation as a couple.
Article
01/19/2022

Sellers, here's how you prepare for your home inspection
These are a few key things you should do before your home is inspected so you can make the best possible impression.
Article
01/19/2022


3 tips for marital financial bliss
If your marriage is young or seasoned, here are tips for managing money decisions.
Article
01/19/2022

Buying a home with less than 20% down
Yes, it's possible–here's what you should know.
Video
01/18/2022

What is a philanthropist?
Anyone can be a philanthropist and be more effective at making a difference. Here’s how.
Article
01/13/2022

The ABCs of 529 savings plans
Learn ways to explore investment options and potential tax advantages.
Article
01/13/2022


Starting a new job? Make these money moves.
Your career is going places. Just be sure to make smart money moves along the way.
Article
01/13/2022

Have a side hustle? 3 tips you need to know
Having another source of income can come with complexities. Here's what to know.
Article
01/13/2022

3 tips for new entrepreneurs
These rules of the road can help you drive to long-term success.
Article
01/13/2022




4 big-time tips for your small business
If you own a small business or are thinking of starting one, here are 4 tips for success.
Article
12/16/2021

5 tips for new investors
Investing can seem intimidating—we're here to help. Here's our beginner's guide.
Article
12/16/2021

4 tips to be a money mentor for your kids
From 529s to money conversations, here's what parents should keep in mind.
Article
12/16/2021

4 tips for mastering career changes
If you're unhappy in your job and considering a shift, think through these things first.
Article
12/16/2021


How to balance debt, saving, and investing
This step-by-step guide can help you decide what to tackle first.
Article
12/13/2021




Should you pay down debt or invest?
A simple guideline to help you decide which to prioritize.
Article
11/22/2021

3 ways to boost your income before the end of the year
If you're looking to have a bit more money in your bank account this year, try these 3 strategies.
Article
11/11/2021


Preparing for emergencies
Learn how to build a safety net to help protect yourself and your loved ones.
Article
11/04/2021

Caring for aging loved ones
How do we plan for longevity, what does it mean to age well, and how can we—and those we love—live safely, securely, and independently for as long as possible?
Article
11/02/2021

Emotional health
A serious illness or injury can be scary. You may need some help to feel like yourself again.
Article
10/29/2021

Networking & career changes
No matter where you are in your career, these tips can help you take the next step.
Article
10/26/2021

Starting a business
Starting a business can be an adventure—but it can be risky too. Boost your odds of success by doing research and organizing your personal finances.
Article
10/26/2021

How to negotiate your student loan refinancing interest rate
Here’s how to know if you should consider refinancing your student loans, and if so, how to get a favorable interest rate.
Article
10/12/2021

An introduction to the adoption process
There are several ways to bring a new member into your family.
Article
10/12/2021


4 financial challenges of being self-employed—and how to overcome them
If you're considering working for yourself, here are a few things to keep in mind when it comes to your financial wellness.
Article
10/12/2021

6 ways to save money on your wedding
Here are a few ways you can cut down on costs while still having an enjoyable wedding.
Article
10/12/2021

Paying for fertility treatments
Everything I wish I'd known on my quest to have a baby.
Article
10/12/2021

Here's what a new car costs the average American
Here's how much a new car really costs these days, and budget-friendly alternatives.
Article
10/11/2021

Why do people buy stocks when you sell?
If you're curious, here is an explanation of why there is a buyer when you sell shares of stock.
Article
10/11/2021

Traveling to attend a wedding? 4 ways to make it more affordable
Costs can add up quickly when you’re traveling for a wedding. Here are a few ways to make it easier on the wallet.
Article
09/23/2021

6 tips for traveling when money is tight
Here's how you can take a vacation, within your budget.
Article
08/20/2021

Money and your relationship
It's easy to let your heart make decisions in a romantic relationship, but it's important to take the time to talk about financial topics too.
Article
08/13/2021

Health insurance and work benefits
Know what's covered by your health insurance and the benefits you may be entitled to.
Article
08/13/2021

How to evaluate a job offer
It's not just about money—think about quality of life and your future.
Article
08/13/2021

How to save for short-term goals
Here's what it takes to save for 3 common expenses.
Article
07/28/2021


A simple rule for saving & spending
This budgeting guideline can help you feel more in control of your money and make faster progress toward your goals.
Article
07/12/2021

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.
Article
07/09/2021

Why risk it? Growth potential
With the right strategies, you can manage risk and help grow your money over the long term.
Article
07/09/2021

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.
Article
07/09/2021

3 ways to effortlessly boost your emergency fund
Maintaining a hefty emergency fund is one of the keys to financial security. Learn more here.
Article
06/07/2021

4 times my emergency fund has saved me from disaster
Most financial experts recommend saving up an emergency fund large enough to cover several months of living expenses. Learn more here.
Article
06/07/2021

Use this trick to help your money grow
It sounds too easy but automating your savings really works.
Article
06/04/2021

Investing in ideas
Thematic funds can help you put your money where your beliefs are.
Article
06/04/2021

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.
Article
05/17/2021

5 costs to plan for during pregnancy
There are five big costs you should be prepared to incur when you are pregnant. Learn more here.
Article
05/10/2021

2 pitfalls of fractional share investing to avoid
Fractional shares have been a hot topic recently. To make sure you're trading fractional shares wisely, you'll want to avoid these two big pitfalls.
Article
03/30/2021

Don't buy a stock unless you can answer these 3 questions
Thinking of buying stocks? Here are a few key questions to ask before you decide to buy a specific stock.
Article
03/30/2021

How to build up your financial immune system
An unexpected illness can harm more than your health, it can also undermine your financial security. Here's how you can act now to protect yourself.
Article
01/27/2021

What you need to know about exit strategies
Exit strategies are one of the most important yet overlooked parts of investing.
Article
12/08/2020

5 steps to take control of your finances
If you're unsure about the future, it can make sense to have more and spend less.
Article
11/25/2020

Creating a trading strategy
As you step into trading, you should start by thinking about a trading strategy.
Article
11/04/2020

Finding trade ideas
Regardless of how much you trade, sometimes we all need help coming up with smarter trading ideas.
Article
11/04/2020

Monitoring a trade
Here’s what you need to know to monitor your positions and adjust them as needed.
Article
11/04/2020

Preparing for a trade
Regardless of your trading experience, you should always have a specific plan for entering and exiting a trade.
Article
11/04/2020

Understanding market capitalization
Market cap measures what a company is worth on the open market, as well as the market's perception of its future prospects, because it reflects what investors are willing to pay for its stock.
Article
10/05/2020

Trading guide
How to get started, find ideas, plan for a trade, place it, and monitor.
Article
10/05/2020

Markets, emotions, and you
Understanding market cycles and your emotions can help you be a better investor.
Article
09/23/2020

Stocks, ETFs, mutual funds: How do I decide which is right for me?
Wondering which security—stocks, ETFs, or mutual funds—may be best suited for you? This infographic highlights the differences for each to help in your decision-making process.
Article
08/07/2020

Understanding the basics of investing
Investing is a powerful way to help your money grow. All you need is a little familiarity with some of the main concepts. Here are the basics.
Article
08/06/2020

Refinancing your student loan, step by step
Once you refinance your student loans, you can’t reverse it. Here are 4 steps you can take when considering student loan repayment.
Article
08/06/2020

Understand how risk works and why you need it
Understand the ins and outs of risk to help make informed decisions about how much risk is right for you. Learn how to manage your investment portfolio here.
Article
08/06/2020

Should you save or invest your extra cash?
Investing involves the same behavior as saving—putting away money gradually over time to achieve a financial goal.
Article
08/06/2020

5 questions to ask yourself when buying your first car
If you’re looking to buy your first car, you might end up getting in over your head.
Article
07/02/2020

Having a baby? 5 things you shouldn’t overspend on.
Article
07/01/2020

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.
Article
01/14/2020

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.
Article
01/14/2020

4 financial conversations to have with your partner before parenthood
Having a baby with your significant other is exciting and deserves to be in agreement on certain topics. Consider these 4 key financial conversations before having a baby.
Article
09/19/2019

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.
Article
09/04/2019

How to protect your credit when buying a new car
Unless you can pay for a new car in cash, you’ll need to get financing to make the purchase. Learn how to help protect your credit when buying a car here.
Article
09/03/2019

4 signs a starter home is right for you
Jumping into homeownership as a first time home buyer is exciting! Read over the signs that can help you decide if you're ready for a starter home.
Article
09/03/2019

How much does it cost to own a car?
The numbers tend to pile up pretty quickly, but many people don't really consider the full cost when buying a car. Learn tips on owning a car here.
Article
09/03/2019

Dividing your home in divorce
When dealing with the division of a home. You know what's best for your family. This article discusses the 3 options available that may impact your decision from a financial standpoint.
Article
09/03/2019

5 hacks to prevent falling into credit card debt
With some helpful hacks, you can avoid spending too much and prevent credit card debt. Learn more here.
Article
06/13/2019

5 tricks to actually saving money
It's crucial that you ramp up your savings game sooner rather than later. Here are 5 tricks that'll help you boost your cash reserves.
Article
06/13/2019

Financial considerations for the future: buying a house
Are there reasons to put off buying a home even if it’s something you want? Here are a few things you should consider when thinking about being a homeowner.
Article
06/07/2019

Here's how student loans affect your credit score
One of the most common debts to hover over your life for decades is student loans. Learn how your student loans could affect your credit score here.
Article
05/27/2019

7 reasons for your credit score drop (and how to fix it)
Figuring out what happened to your credit and how to fix the issue can be tough. Here are all the possible problems that could have caused your credit score drop.
Article
05/08/2019

5 tips for new grads
For new grads this spring, finding helpful tips to help you get started on building your career path may be tricky. Read here for more career tips and information.
Article
04/19/2019

Should you refinance your federal student loans?
When you refinance student loans, your monthly payment method changes. This article provides several smart points to consider when refinancing student loans.
Article
04/18/2019

A cheat sheet for first-time home buyers in today's tight market
Potential first-time buyers have been forced to compromise when making their homeownership dreams a reality. Read more about first-time home buying here.
Article
04/18/2019

4 financial steps to consider before you start a family
Thinking about starting a family? Here are some important steps that you should consider when financially prepping for you and your family's future.
Article
12/13/2018

Real estate agents answer: What makes a winning offer?
How do you make a winning offer and stand out from the crowd when purchasing your first home? Real estate agents share their best advice and break down real estate concepts for first-time homebuyers.
Article
11/28/2018

Financial tips from personal finance journalist Jean Chatzky
Take the guesswork out of managing your money. Follow these 4 short and sweet rules from money guru Jean Chatzky to help you make better decisions with your finances.
Video
04/18/2018

The lingo of investing
The first step to becoming a smarter, more confident investor is understanding what people are talking about. These five short videos are designed to help you get a handle on some of the basics.
Video
02/28/2018

5 steps to take before shopping for your first home
Are you shopping for a new home? This article outlines 5 steps to take before you start shopping for a new home to help you throughout the home buying process.
Article
02/15/2018

5 ways to save thousands on your first home purchase
Are you in the process of buying your first home? This article outlines how you could save thousands of dollars during the home buying process.
Article
01/23/2018

What is an ETF?
A relatively new investment type, an ETF is a basket of securities that you can buy or sell through a brokerage firm on a stock exchange. (3:43)
Video
08/11/2016

Buy vs. lease?
Which one is right for you?
Figuring out whether to buy or lease a car is not as complicated as you might think. Check out this infographic and learn which option might be best for you.
Article
06/30/2016

Investing basics
Investing can be a great way to grow your money. This video series covers the basics to help you get started.
Video
01/07/2016

Investing basics: 3 things you need to know about emergency funds
Video
05/28/2015

Money basics: How to prioritize debt
Between credit cards, student loans, and mortgages, there are many types of debt out there. Watch this video for three tips that can help you tackle it all. (1:55)
Video
05/28/2015

Money basics: The 401(k) challenge
Does an additional 1% contribution to your 401(k) really make a difference? Find out. (2:01)
Video
09/19/2014

Investing basics: What's a sector?
Not all stocks are created equal. Learn about sectors and why several of them should be represented in your portfolio. (1:23)
Video
09/19/2014