Featured Resources

Viewing 25 - 42 of 78

Senior couple with dogs on the beach at sunset.

Investing - 5-Minute Read

David Collins - Nov 27, 2023

What Is Fixed Annuity And How Does It Work?

A fixed annuity can provide steady income when you retire. Learn more about what a fixed annuity is, how it works, the benefits and if it’s right for you.

Financial advisor speaking with a young couple in an office with a laptop open on a table.

Investing - 4-Minute Read

Sarah Li Cain - Nov 22, 2023

What Is A Financial Consultant?

A financial consultant offers a range of services to help clients meet their financial goals. Read more about what they do and how having one can benefit you.

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Investing - 8-Minute Read

Patrick Russo - Nov 2, 2023

Fiduciary: Meaning, Examples And How To Find One

A fiduciary is someone with legal responsibility for ethically managing another person’s finances or other assets. Learn how to find a fiduciary right for you.

Financial advisor speaking with another man in his home.

Investing - 8-Minute Read

Sarah Li Cain - Sep 19, 2023

What Is A Living Trust And How Can It Help You?

A living trust can allow you to take care of your loved ones in the future. See how a living trust works, how it’s different from a will and how to get started.

Close up of hands signing documents with ballpoint pen.

Investing - 8-Minute Read

Victoria Araj - Sep 7, 2023

Executor Of Estate: A Beginner’s Guide

An executor of an estate carries out a deceased individual’s wishes as specified in their will. Use this guide to learn their duties and how to choose one.
Grandfather with granddaughter in park in autumn look upward

Investing - 8-Minute Read

Victoria Araj - Sep 5, 2023

Trust Fund: What Is It, And How Does It Work?

A trust fund is an account that holds a grantor’s assets for their beneficiaries to receive when the grantor passes on. Learn more about trust funds here.

Beach home with palm trees in front.

Investing - 9-Minute Read

Miranda Crace - Aug 22, 2023

How Do You Buy Your First Investment Property?

Ready to start investing in rental properties? Use our guide to navigate the process of buying an investment property and what to consider as a beginner.
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Investing - 8-Minute Read

Joel Reese - Aug 15, 2023

How Does Inflation Work And What Causes It?

The pandemic reminded us that frenzied demand and interrupted supply chains can send prices upward. Learn what inflation is and find out if we need to worry.

Older couple looking at papers together in their kitchen.

Investing - 6-Minute Read

Scott Steinberg - Jul 18, 2023

How To Avoid Probate: 5 Ways To Keep Your Estate Private After Death

If you’re interested in keeping your financial affairs private, even in death, you’ll want to avoid probate court. Use our guide to learn how to avoid probate.
Financial advisor speaking to elderly couple in office.

Investing - 5-Minute Read

Melissa Brock - Jul 13, 2023

I Bonds: How To Buy Them And Decide Whether They’re A Good Investment

Series I savings bonds will earn a 4.30% interest rate until October 2023. Find out whether I bonds are a good investment and how you can purchase them.
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Investing - 7-Minute Read

Sarah Li Cain - Jul 12, 2023

10 Key Questions To Ask A Financial Advisor

Working with a financial advisor can help you create a successful financial future. Uncover some key questions to ask a financial advisor at your first meeting.

Asset Allocation: What It Is, How It Works And What Strategy Is Best For You

Investing - 6-Minute Read

Hanna Kielar - Jul 3, 2023

What Is Asset Allocation And Why Does It Matter?

Asset allocation is a key investment strategy that improves the diversification of your portfolio. Learn the basics of asset allocation and how to get started.

Indian woman smiling while using her laptop on the couch.

Investing - 6-Minute Read

Scott Steinberg - Jul 3, 2023

11 Tips For Building Wealth That Lasts

Wondering how to get rich? You’re not alone. Getting rich isn’t about short-term schemes but a long-term plan. See 11 ways to get rich safely and effectively.
Six stacks of coins, each one progressively larger than the previous. Each stack has a plant on top, and the plants are all progressively larger than the last one.

Investing - 4-Minute Read

Jamie Johnson - Jun 22, 2023

Explaining Future Value: Formula, Uses And FAQs

Future value is a calculated estimate of an asset’s worth in the future. Discover what goes into the future value calculation and when it’s most useful.

Young businessman sitting at his desk in his office while writing in a journal with his laptop open in front of him.

Investing - 5-Minute Read

Scott Steinberg - Jun 22, 2023

Understanding The S&P 500 Index

What is the S&P 500 and what should investors know about it? See what companies are in the S&P 500 and how the S&P 500 index can help you reach financial goals.
Older woman with a confused expression in front of her laptop.

Investing - 6-Minute Read

Sarah Li Cain - Jun 12, 2023

Your Easy Guide To The SEP IRA

If you're self-employed, you still need to save for retirement. Read our guide to see how SEP IRA accounts can help you invest for your retirement years.

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Investing - 5-Minute Read

Andrew Dehan - Jun 12, 2023

Your Quick Guide: What Is An ETF?

What is an ETF and how can it help you grow your wealth? Check out our guide to learn whether ETFs are good investments for reaching your financial goals.

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Investing - 6-Minute Read

Joel Reese - May 26, 2023

Is Real Estate a Good Investment?

 Are you wondering if real estate is a good investment? Discover the benefits of investing in real estate and whether an investment property is right for you.