Featured Resources

Viewing 43 - 60 of 147

Middle aged man on computer.

Investing - 6-Minute Read

Carey Chesney - Jan 31, 2024

401(k) Tax Guide: Contributions, Withdrawals And More

Understanding 401(k) taxes isn’t always the easiest. Use this guide to ensure you’re making the most of your retirement savings and avoiding tax penalties.

Senior woman helping daughter choose a home online as they sit in the mother's living room.

Investing - 3-Minute Read

Carey Chesney - Jan 5, 2024

Widow Benefits Law And Social Security Survivor Benefits: What To Know

Curious about the benefits Social Security offers surviving spouses? Learn about the widow benefits law and how it can help safeguard your financial well-being.

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Investing - 4-Minute Read

Dan Miller - Dec 26, 2023

What Is Compound Interest And How Can It Make You Wealthier?

Want to make your money grow without extra effort? Discover how accounts that pay compound interest can help you reach your financial goals more easily.

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Investing - 5-Minute Read

Victoria Araj - Dec 22, 2023

What Is The Stock Market And How Does It Work?

How does the stock market work? If you have some extra money to invest, use this stock market guide to learn what a stock is and start building your wealth.

Older couple looking at computer and smiling together.

Investing - 7-Minute Read

Sarah Li Cain - Dec 21, 2023

Your Guide To Early Retirement

Wondering if you can retire early? Peruse this guide on early retirement to find the steps involved in the process, and the pros and cons of early retirement.

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Investing - 4-Minute Read

Angelica Victor - Dec 13, 2023

Estate Tax: What Is It And Who Has To Pay?

Estate taxes are paid before a deceased taxpayer’s assets are transferred to an heir. Learn about estate taxes, also known as death taxes, and how they work.

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Investing - 8-Minute Read

Dan Miller - Nov 28, 2023

How Do Savings Bonds Work? Savings Bonds Explained

Savings bonds are low-risk saving investments that may be cashed in over time. Learn more about how to buy, cash and invest savings bonds now.
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 - 4-Minute Read

Angelica Victor - Nov 7, 2023

Pensions: What Are They And How Do They Work?

A pension is an account that is paid into while you work, and which you can draw from after you retire. Learn more about how pensions work in our guide.

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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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