Category: Accounts & Planning
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Should You Prioritize an Emergency Fund Before Investing in a Roth IRA?
When it comes to financial advice, should you stash every extra dollar in a savings account for emergencies? Or put it to work in a Roth IRA for retirement? There are situations where starting a Roth IRA early makes sense, even if your emergency fund isn’t fully built.
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Which Student Loan Repayment Plan is Right For You?
Getting your degree should be a celebration. But, often times, you’re just out of school and you’re already looking at a list of repayment plan options. Here’s how to sort through your options and weigh the trade-offs so you don’t end up with a plan that doesn’t work for you.
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Should a Widow Pay Off Their Mortgage?
Losing a spouse often forces tough financial choices, and the question of whether to pay off the mortgage can understandably feel urgent. But using a large sum to pay off your mortgage isn’t always the best move. This article shows you how to weigh the comfort of owning your home outright against the flexibility of…
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Credit Card Benefits Chart: Compare Rewards, Protections and Fees
A credit card benefits chart makes it easier to compare rewards, protections, and fees so you know which card to use at the right time.
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12 Retirement Mistakes to Avoid With Withdrawals, Taxes and Healthcare
12 Retirement Mistakes to Avoid: Learn how to manage withdrawals, taxes, and healthcare so your savings have a better chance at lasting through your retirement.
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What if a Financial Advisor Makes a Mistake?
What to Do if a Financial Advisor Makes a Mistake: from documenting the issue and asking questions to getting a second opinion or escalating. A guide on protecting yourself and your money.
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Where Should I Put My Money Instead of a Savings Account?
Where should you put your money? Compare money market accounts, CDs, index funds, and other options based on risk and access needs.
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Strategies for Tax-efficient Investing: How to Keep More of What Your Portfolio Earns
Tax-efficient investing isn’t just about picking the right stocks or bonds; it’s about structuring your investments to minimize taxes and maximize returns. Learn how today.