Learn Articles Archive | Page 20 of 27

A man packing his belongings in a box in an office environment

What are the first 10 things to do if I get laid off?

Here are 10 helpful tips to help you through a layoff.

Dec 12th 2022 5 Min Read

Couple looking to buy a car at a dealership. Close-up of the car headlight

Is it better to buy or lease a car right now?

Choosing between buying or leasing a vehicle is a major financial decision that impacts your monthly cash flow and long-term net worth. By looking past dealership myths and calculating the total cost of ownership, you can determine which option aligns best with your lifestyle and financial goals.

Dec 12th 2022 6 Min Read

Young woman holding receipts in her hand and using the calculator on the side

5 money moves to make when you get a raise

Here are the top 5 moves you can make after receiving a raise.

Nov 16th 2022 5 Min Read

A smiling young woman with an afro hairstyle sitting at a light wooden kitchen table, looking at her laptop. She is wearing a mustard-yellow blouse and has a yellow notebook, pen, and smartphone on the table in front of her. The background shows a modern, rustic-style kitchen with white brick walls.

Why should I work with a remote financial planner?

Meetings that fit your schedule, a deep relationship with your financial planner, all at a low subscription cost.

Nov 7th 2022 3 Min Read

A professional advisor assisting a couple as they sign important paperwork at a desk.

What do financial advisor certifications actually mean for my money?

Understand the different types of certifications and why they matter.

Oct 28th 2022 5 Min Read

Professionals working together in front of a laptop and notebook

What to do with company stock

Investing a large amount of your portfolio in one stock comes with its fair share of risks. Learn what they are, and how to mitigate them.

Oct 28th 2022 3 Min Read

Man analyzing stock performance on a laptop

Own beaten-down stocks? Here's what to do after a large drawdown

Should you hold a down stock during a market downturn? Here’s some factors to consider.

Oct 26th 2022 5 Min Read

How to protect aging parents from scammers

Take these precautions to help protect your parents from scammers.

Oct 12th 2022 4 Min Read

Woman holding a credit card and entering bank info in her phone

Seven simple ways to protect yourself from identity theft

Simple safeguards to help protect yourself from identity theft.

Oct 12th 2022 4 Min Read

Young hipster Woman in headphones using laptop, having a video call chat outside in park. Happy and smiling typing at notebook with coffee cup.

What is an emergency fund?

Ouch. You find yourself in urgent care with an ankle sprain. Turns out it wasn’t that nasty after all, but now it’s time to pay up. Your medical insurance only kicks in after a deductible. That means you’re on the hook for $400 of the treatment. And that’s coming out of your pocket. Could you ... Read more

Oct 11th 2022 4 Min Read

Couple Use Laptop Computer, while sitting on the living floor room of their apartment

This or that? How to make smart financial decisions

So, you just got a surprise tax refund. What do you do next? You might want to hop on a plane for a spring snowboarding trip, or maybe you’re feeling like you should pay off your credit card. Your finances are full of decisions like these, and it’s completely normal to feel torn in an ... Read more

Oct 11th 2022 3 Min Read

A professional woman in a light blue shirt points to a laptop screen while explaining information to a young couple. The man and woman lean in with focused expressions as they review the details together at a table in a modern office or cafe setting.

How do I choose between a financial consultant and a CFP® professional?

Learn what a financial consultant is, the differences between a consultant and other designations and if one is right for you.

Oct 11th 2022 4 Min Read