Investing
Retirement
Mortgages
Personal Finance
Estate Planning
Banking
Featured
How to Buy IPO Stock at Its Offer Price
by Jen Smith
|
4 Min Read
What Are Mutual Funds?
by Chris Muller
|
11 Min Read
How Does the Stock Market Work
by Jen Smith
|
6 Min Read
Are Condos a Good Investment?
by Jen Smith
|
7 Min Read
A Beginner's Guide to Short Selling
by Chris Muller
|
8 Min Read
12 Options Trading Strategies
by Roger Wohlner
|
10 Min Read
Asset Allocation Guide
by Roger Wohlner
|
8 Min Read
How To Invest
How to Invest in Real Estate
by Chris Muller
|
8 Min Read
How to Invest in ETFs
by Jennifer G Gregory
|
5 Min Read
How to Invest in Stocks a Step-by-Step Guide
by Chris Muller
|
12 Min Read
How To Invest In Gold
by Roger Wohlner
|
7 Min Read
How to Invest in Bitcoin
by Chris Muller
|
9 Min Read
How to invest $100K
by Roger Wohlner
|
9 Min Read
How to invest a million dollars
by Lee Huffman
|
6 Min Read
Best Of
Best Investments to Hedge Against Inflation
by Chris Muller
|
7 Min Read
Best Online Stock Brokers
by Chris Muller
|
8 Min Read
Best Investment Tracking Apps of 2022
by Holly Johnson
|
7 Min Read
Best Day Trading Platforms
by Roger Wohlner
|
8 Min Read
10 Best Investing Podcasts For Any Investor
by Jen Smith
|
6 Min Read
Comparisons
Cash Account vs. Margin Account
by Chris Muller
|
4 Min Read
Index Fund vs Mutual Fund: What’s the Difference?
by Roger Wohlner
|
7 Min Read
ETF vs. Mutual Fund
by Roger Wohlner
|
4 Min Read
Active vs. Passive Investing: What's the Difference?
by Roger Wohlner
|
6 Min Read
Day Trading vs. Swing Trading
by Roger Wohlner
|
4 Min Read
Featured
Best Retirement Plans of 2022
by Holly Johnson
|
8 Min Read
What is the Rule of 55?
by Catherine Hiles
|
4 Min Read
10 of the Best Places to Retire in the U.S.
by Holly Johnson
|
7 Min Read
What Is The Average Retirement Age?
by Jen Smith
|
7 Min Read
Annuities Guide: What Are Annuities and How Do They Work?
by Holly Johnson
|
7 Min Read
How To
How to Roll Over a 401(k) to an IRA
by Lee Huffman
|
7 Min Read
Mega Backdoor Roth - What Is It And How To Do It
by Roger Wohlner
|
7 Min Read
How to Withdraw Money From Your 401(k)
by Jason Steele
|
8 Min Read
A Step-by-Step Guide on How to Retire Early
by Jen Smith
|
5 Min Read
How to Plan for Retirement
by Holly Johnson
|
6 Min Read
Account Types
What is a 401(k)
by Holly Johnson
|
8 Min Read
What Is a 403(B) Retirement Plan
by Elizabeth Rivelli
|
8 Min Read
What is a SIMPLE IRA?
by Roger Wohlner
|
6 Min Read
What is an IRA?
by Roger Wohlner
|
5 Min Read
What is a 457(b) Retirement Plan?
by Jen Smith
|
7 Min Read
What is a SEP IRA?
by Catherine Hiles
|
7 Min Read
What Is a Roth IRA?
by Jason Steele
|
9 Min Read
Comparisons
Solo 401(k) vs. SEP-IRA
by Roger Wohlner
|
5 Min Read
Traditional vs. Roth IRA
by Catherine Hiles
|
5 Min Read
Traditional 401(k) vs. Roth 401(k): Which One is Better?
by Holly Johnson
|
5 Min Read
401(k) vs. 403(b) - What's The Difference
by Jennifer G Gregory
|
6 Min Read
401(k) vs. Pension Plan: What's the Difference?
by Elizabeth Rivelli
|
4 Min Read
Types
Second Mortgage: Everything You Need to Know
by Jason Steele
|
8 Min Read
Reverse Mortgage: What It Is & How Does It Work
by Jason Steele
|
5 Min Read
7 Types of Mortgage Loans for Buyers and Refinancers
by Roger Wohlner
|
7 Min Read
Guides
Guide to Buying a Second Home
by Lee Huffman
|
5 Min Read
Mortgage Insurance Guide
by Holly Johnson
|
7 Min Read
How Much Does it Cost to Sell a House?
by Catherine Hiles
|
6 Min Read
How to Refinance Your Mortgage
by Jason Steele
|
7 Min Read
Additional Resources
How To Pay Off Your Mortgage Early
by Elizabeth Rivelli
|
4 Min Read
When To Refinance Your Mortgage
by Holly Johnson
|
5 Min Read
What Credit Score Is Needed to Buy a House?
by Jason Steele
|
7 Min Read
Mortgage Closing Costs: How Much Will You Pay?
by Jennifer G Gregory
|
7 Min Read
Mortgage Brokers: Everything You Need To Know
by Jason Steele
|
6 Min Read
Taxes
Gift Tax Guide
by Jen Smith
|
4 Min Read
What Is a Tax Liability?
by Chris Muller
|
6 Min Read
Inheritance Tax Guide
by Jen Smith
|
3 Min Read
10 Most Tax Friendly States to Retire
by Jennifer G Gregory
|
5 Min Read
How to Reduce or Avoid Capital Gains Taxes
by Roger Wohlner
|
7 Min Read
Credit Score
How To Improve Credit Score Fast
by Holly Johnson
|
6 Min Read
What Is a Soft Credit Check?
by Jason Steele
|
5 Min Read
8 Ways to Improve Your Credit Score
by Jason Steele
|
8 Min Read
Hard Credit Inquiry vs. Soft Credit Inquiry
by Catherine Hiles
|
4 Min Read
Does Debt Consolidation Hurt Your Credit Score?
by Jason Steele
|
5 Min Read
What Is a Hard Inquiry?
by Jason Steele
|
4 Min Read
Loans
Best Debt Consolidation Loans Of 2022
by Catherine Hiles
|
10 Min Read
How to Consolidate Credit Card Debt
by Jason Steele
|
5 Min Read
Insurance
Best Life Insurance Companies for People Over 50
by Matthew Collister
|
6 Min Read
Understanding Life Insurance Retirement Plans (LIRP)
by Matthew Collister
|
4 Min Read
Health Insurance Options for Early Retirees
by Matthew Collister
|
4 Min Read
How to Find a Lost Life Insurance Policy
by Matthew Collister
|
6 Min Read
Long Term Care Insurance Explained
by Matthew Collister
|
9 Min Read
Featured
What Is a Medical Power of Attorney?
by Catherine Hiles
|
5 Min Read
What is a Beneficiary & How to Choose One
by Cynthia Paez Bowman
|
6 Min Read
What Is An Irrevocable Beneficiary?
by Elizabeth Rivelli
|
3 Min Read
Wills
What is a Living Will?
by Elizabeth Rivelli
|
4 Min Read
How to Write a Will
by Catherine Hiles
|
5 Min Read
Trusts
What is a trust?
by Cynthia Paez Bowman
|
6 Min Read
Trust versus Will: What's The Difference?
by Catherine Hiles
|
5 Min Read
Probate
What Is Probate and How Does it Work?
by Holly Johnson
|
5 Min Read
What Happens If You Die Without a Will
by Cynthia Paez Bowman
|
4 Min Read
Money Transfer
What Is a Certified Check?
by Elizabeth Rivelli
|
3 Min Read
What is a Money Market Account?
by Catherine Hiles
|
6 Min Read
Cashier's Check vs. Money Order
by Catherine Hiles
|
4 Min Read
What Is A Money Order and How Does It Work?
by Jennifer G Gregory
|
6 Min Read
Debit Card vs. Credit Card
by Catherine Hiles
|
6 Min Read
Savings
Types Of Savings Accounts
by Roger Wohlner
|
8 Min Read
Health Savings Accounts (HSA): What is it and how does it work?
by Jen Smith
|
5 Min Read
What is a CD (certificate of deposit)?
by Catherine Hiles
|
8 Min Read
Are CDs Worth It?
by Roger Wohlner
|
3 Min Read
How Much Should I Have in Savings?
by Jen Smith
|
4 Min Read
How Much Should You Save Each Month
by Lee Huffman
|
8 Min Read
Money Management
CD Ladder: What It Is and How to Build One
by Jen Smith
|
4 Min Read
How Much Cash to Keep in a Checking Account
by Jen Smith
|
4 Min Read
Checking vs Savings Accounts
by Jennifer G Gregory
|
4 Min Read
Joint Bank Accounts Guide
by Cynthia Paez Bowman
|
4 Min Read
Home
/
Estate Planning
Advertiser Disclosure
Estate Planning
What is a Beneficiary & How to Choose One
by
Cynthia Paez Bowman
|
Updated on
January 13, 2022
|
6 Min
Read
A beneficiary is the person or entity you choose to receive a certain investment, account or asset. Take a closer look at your options and how to choose a beneficiary.
Read more >
What Happens If You Die Without a Will
by
Cynthia Paez Bowman
|
Updated on
January 13, 2022
|
4 Min
Read
Dying without a will complicates what your loved ones receive. The process can be drawn out. Here’s what happens if you die without a will and how to avoid it.
Read more >
Trust versus Will: What's The Difference?
by
Catherine Hiles
|
Updated on
January 13, 2022
|
5 Min
Read
Wills and trusts are both legal documents that help distribute your assets after you die. But what is the difference, and which one do you need?
Read more >
What is a trust?
by
Cynthia Paez Bowman
|
Updated on
January 13, 2022
|
6 Min
Read
A trust is a legal entity you can set up to hold your assets and transfer them to your heirs without probate court or fees. There are several types of trusts available, based on your estate-planning goals.
Read more >
What is a Living Will?
by
Elizabeth Rivelli
|
Updated on
January 13, 2022
|
4 Min
Read
A living will ensures you get the type of end-of-life medical care you want for yourself. Learn more about living wills and why you might need one.
Read more >
What Is Probate and How Does it Work?
by
Holly Johnson
|
Updated on
January 13, 2022
|
5 Min
Read
Probate is a legal process used to distribute assets when someone passes away. Find out how probate works and when you can avoid it.
Read more >
How to Write a Will
by
Catherine Hiles
|
Updated on
March 13, 2022
|
5 Min
Read
Learn how to write your will, either on your own or with the help of an attorney, to ensure your loved ones are taken care of when you die.
Read more >
What Is a Medical Power of Attorney?
by
Catherine Hiles
|
Updated on
January 13, 2022
|
5 Min
Read
A medical power of attorney is a way to appoint an agent to make decisions about your health care if you are unable to do so due to illness or injury.
Read more >
What Is An Irrevocable Beneficiary?
by
Elizabeth Rivelli
|
Updated on
January 13, 2022
|
3 Min
Read
Adding an irrevocable beneficiary to your life insurance policy has pros and cons. Learn more about this type of beneficiary to see if it's right for you.
Read more >
Inheritance Tax Guide
by
Jen Smith
|
Updated on
January 13, 2022
|
3 Min
Read
Inheritance tax is important to know if you live in certain states and plan on leaving your estate to loved ones, especially outside your immediate family.
Read more >
1.347.2+1.51.12