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Estate Planning
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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
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Investing
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Investing
How to Invest in Index Funds
by
Roger Wohlner
|
Updated on
March 7, 2023
|
7 Min
Read
Index mutual funds and ETFs track a specific stock or bond market index. These are passive, generally low cost funds that offer a number of advantages.
Read more >
CFA vs. CFP
by
Roger Wohlner
|
Updated on
March 7, 2023
|
5 Min
Read
Both the CFA and CFP designations are widely respected designations within the financial services industry. Holders of each have demonstrated the willingness and ability to satisfy the educational and other requirements to earn the designation, as well as the ability to pass the exams.
Read more >
Day Trading vs. Swing Trading
by
Roger Wohlner
|
Updated on
January 13, 2022
|
4 Min
Read
Day trading and swing trading are two approaches to short-term trading in stocks, currencies and commodities. Both strategies involve risk and commitment in order to be successful.
Read more >
Active vs. Passive Investing: What's the Difference?
by
Roger Wohlner
|
Updated on
January 13, 2022
|
6 Min
Read
Both active and passive investing styles can have a place in your portfolio. It’s important to understand the differences in order to make good investing decisions for your situation.
Read more >
10 Best Investing Podcasts For Any Investor
by
Jen Smith
|
Updated on
January 13, 2022
|
6 Min
Read
Looking to learn more about investing? Podcasts offer something for everyone. Here are the best investing podcasts in every investing niche.
Read more >
Best Robo-Advisors of 2022
by
Eric Rosenberg
|
Updated on
October 27, 2022
|
6 Min
Read
Robo-advisors are financial platforms that automatically assign your investments to expertly-designed portfolios. Find the best robo-advisors here.
Read more >
How to Invest in ETFs
by
Jennifer G Gregory
|
Updated on
December 13, 2021
|
5 Min
Read
Investors of all experience levels – beginners and people who have been investing for years – often turn to exchange-traded funds (ETFs) for their ease of investing and potential gains.
Read more >
How to Invest in Stocks a Step-by-Step Guide
by
Chris Muller
|
Updated on
January 13, 2022
|
12 Min
Read
If you're thinking about investing in stocks, but you don't know where to start, this step-by-step guide will take you through how to invest in stocks
Read more >
How to invest a million dollars
by
Lee Huffman
|
Updated on
January 13, 2022
|
6 Min
Read
With $1 million to invest, you have a wide variety of investments to choose from. We've covered seven broad categories of investment options for you to consider.
Read more >
How to invest $100K
by
Roger Wohlner
|
Updated on
March 13, 2022
|
9 Min
Read
There are a number of options for investing $100,000. Be sure to look at your overall financial situation in choosing how to best put this money to work.
Read more >
What Is Tax-Loss Harvesting?
by
Aaron Hurd
|
Updated on
October 13, 2022
|
5 Min
Read
Tax-loss harvesting is a strategy that many investors use to offset the capital gains taxes that they may owe when they sell appreciated securities. Here’s an overview of tax-loss harvesting.
Read more >
What Are Stocks?
by
Jessica Martel
|
Updated on
October 13, 2022
|
5 Min
Read
You’ve heard of the stock market and maybe you’ve even invested in a few stocks. But, do you really know what a stock is and how it works? Learn more.
Read more >
Investing in Multi-family Real Estate
by
Holly Johnson
|
Updated on
April 7, 2022
|
4 Min
Read
Multi-family properties work similarly to investing into a single family home, yet there are some additional details (and potential hassles) to keep in mind.
Read more >
Best Investments to Hedge Against Inflation
by
Chris Muller
|
Updated on
March 13, 2022
|
7 Min
Read
Inflation hedges protect your investment portfolio against the eroding effect of general price increases. This guide discusses the best inflation hedges.
Read more >
How to invest in REITs
by
Lee Huffman
|
Updated on
March 17, 2022
|
5 Min
Read
Real estate investment trusts (REITs) diversify an investor's portfolio and provide income from the properties, mortgages, and investments owned by the trust.
Read more >
What is a REIT (Real Estate Investment Trust)?
by
Holly Johnson
|
Updated on
March 29, 2022
|
5 Min
Read
REITs give you the option to invest in real estate without being a landlord. Find out how they work and why you should consider this type of investment.
Read more >
Best Investment Options
by
Roger Wohlner
|
Updated on
September 13, 2022
|
7 Min
Read
The best investment options for 2022 or any other year are those that fit best with your financial and investing goals and risk tolerance.
Read more >
Best Investment Tracking Apps of 2022
by
Holly Johnson
|
Updated on
January 2, 2022
|
7 Min
Read
The best investment tracking apps can help you save time as you oversee your portfolio. Find out which investment apps offer the best features, as well as which ones offer a free version you can try out.
Read more >
How to Invest in Bitcoin
by
Chris Muller
|
Updated on
January 13, 2022
|
9 Min
Read
Bitcoin is a hot topic people are talking about it everywhere you look. Whether you have no idea what Bitcoin is or are just a little lost on how to invest, this guide is for you
Read more >
How to Invest in Real Estate
by
Chris Muller
|
Updated on
March 13, 2022
|
8 Min
Read
Real estate investors can choose from various investment strategies. This guide looks at several ways to invest in property and generate ongoing returns.
Read more >
Asset Allocation Guide
by
Roger Wohlner
|
Updated on
January 13, 2022
|
8 Min
Read
Asset allocation is about how you allocate your investments among stocks, bonds, cash and others. It's about balancing your potential return against the potential risks in your portfolio.
Read more >
What Are Mutual Funds?
by
Chris Muller
|
Updated on
December 13, 2021
|
11 Min
Read
Mutual funds are versatile, accessible financial vehicles suitable for investors with low funds or little investment experience.
Read more >
12 Options Trading Strategies
by
Roger Wohlner
|
Updated on
January 13, 2022
|
10 Min
Read
Options contracts allow the holder the right, but not the obligation to buy or sell stocks or other underlying securities. There are a number of strategies you can use.
Read more >
A Beginner's Guide to Short Selling
by
Chris Muller
|
Updated on
January 13, 2022
|
8 Min
Read
Learn how short selling works and the risks associated with this type of trading. Read about what to do before you can start short selling stocks, where you can do it.
Read more >
How Does the Stock Market Work
by
Jen Smith
|
Updated on
January 11, 2022
|
6 Min
Read
Stock market isn’t as confusing as people think. Besides the ways to buy and sell stock but at its core, the stock market is just a supermarket for investments.
Read more >
ETF vs. Mutual Fund
by
Roger Wohlner
|
Updated on
January 13, 2022
|
4 Min
Read
Both ETFs and mutual funds offer a professionally managed investing vehicle for investors. Which one is best will depend upon the investor’s own unique situation. It’s important for investors to understand the pros and cons of each type of security when deciding where to invest.
Read more >
What Is the Average Stock Market Return?
by
Jessica Martel
|
Updated on
August 7, 2022
|
5 Min
Read
While 10% is the historical average stock market return, you shouldn’t expect to see a similar return from your investments each year. Find out why.
Read more >
How to Invest in Oil
by
Aaron Hurd
|
Updated on
July 24, 2022
|
7 Min
Read
This article discusses the many ways in which consumers can invest in oil, including futures, options, ETFs, ETNs, stocks and mutual funds.
Read more >
What Is a Dividend
by
Sarah Li Cain
|
Updated on
July 24, 2022
|
4 Min
Read
When it comes to investing, learning what dividends are is important because it helps you understand how you get a return on your investment.
Read more >
How to Reduce or Avoid Capital Gains Taxes
by
Roger Wohlner
|
Updated on
January 13, 2022
|
7 Min
Read
Capital gains arise when an investment is sold for more than its cost basis. Taxes are generally due on capital gains, though there are steps that investors can take to minimize the impact.
Read more >
Index Fund vs Mutual Fund: What’s the Difference?
by
Roger Wohlner
|
Updated on
December 13, 2021
|
7 Min
Read
Which is a better investment, index funds or actively managed mutual funds? The answer is that it depends. It's important to understand the differences between the two.
Read more >
Are Condos a Good Investment?
by
Jen Smith
|
Updated on
March 13, 2022
|
7 Min
Read
With real estate prices soaring, more investors are starting to ask “are condos a good investment?” They can be but there are many factors to consider.
Read more >
How To Buy Multifamily Homes
by
Holly Johnson
|
Updated on
April 6, 2022
|
9 Min
Read
Multifamily homes can help investors boost cash flow while reducing vacancies. Find out how to source these properties for your portfolio.
Read more >
How to Buy IPO Stock at Its Offer Price
by
Jen Smith
|
Updated on
March 14, 2022
|
4 Min
Read
For retail investors, getting shares at a company’s initial public offering, known as it’s IPO, can be tricky. Here’s how to buy IPO stock at its offer price.
Read more >
What is the Rule of 72?
by
Roger Wohlner
|
Updated on
March 13, 2022
|
4 Min
Read
The rule of 72 is a quick way to estimate the time that would be needed to double your investment with a given interest rate or an estimated rate of return.
Read more >
How To Invest In Gold
by
Roger Wohlner
|
Updated on
January 13, 2022
|
7 Min
Read
Gold has traditionally been a store of value and a hedge against inflation. Investing in gold can make sense for investors, but it’s important to understand how gold investing works and if it is right for you.
Read more >
Best Day Trading Platforms
by
Roger Wohlner
|
Updated on
January 13, 2022
|
8 Min
Read
Day trading is not an activity to be taken lightly. A key element of success in day trading is using a broker that offers a platform with best execution, low costs and other features to help make you successful.
Read more >
Cash Account vs. Margin Account
by
Chris Muller
|
Updated on
December 13, 2021
|
4 Min
Read
Find out the difference between cash accounts and margin accounts, their pros and cons, and how to decide which is right for you.
Read more >
Best Online Stock Brokers
by
Chris Muller
|
Updated on
December 13, 2021
|
8 Min
Read
Are you looking to invest in stocks? You need the right platform to do it then. Pick the perfect broker for you right here. Learn how to pick one as well.
Read more >
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