Kick start your 2024 finances with these 5 simple steps
Set yourself up for success in 2024 with these simple steps.
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Discover our approach to personal finance through our library of free articles. Gain the financial knowledge you need to enrich every facet of your life.
What Is the Sunk Cost Fallacy? How to Avoid This Bias
Learn more about how this cognitive bias can creep into our decision-making processes and waste precious time, effort, and money.
What’s a Roth 401(k), and how does it differ from a traditional 401(k)?
Everything you need to know about Roth 401(k)s, including tax implications, investment options, employer match contributions, and early withdrawal penalties.
Falling mortgage rates: How low will they go?
Why are mortgage rates falling? Will it last? Is this a positive sign for potential homebuyers? Here are our thoughts on the mortgage market and where it might go next.
What questions should I ask before working with a financial advisor?
Use this guide to ask smart questions and find the best financial advisor for your needs.
How to find a tax professional
It is that time of year again: tax season. Here’s the information you need to help you decide which option will make tax season less taxing.
Third quarter earnings spread holiday cheer: Deciphering the S&P 500's success and what may come next
Is the earnings recession finally over? What drove the rise in stocks in 2023? How are companies staying afloat in a higher rate environment?
How to Cash Out Life Insurance: Pros, Cons & Tax Implications
Find out if surrendering your life insurance policy is the right move for you. Learn about cash value, tax implications, loan options and alternative strategies to keep your policy intact
Do I qualify for the new student loan matching program? How it works, qualifications, how to get started
Find out if you qualify for the new student loan matching program. Learn what types of loans are eligible and how to potentially take advantage of this opportunity in 2024.
How to spot an investment that might be too good to be true
Check out these tips to help determine if an investment is legit or should be avoided.
What is GivingTuesday?
Learn more about GivingTuesday, how it works and how you can make a plan to give.
Term life vs whole life insurance: Key features, differences, ideal scenarios
Not sure whether term life or whole life insurance is right for you? Find out the key differences between these two types of policies so that you can make an informed decision.