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Investing

Is a robo-advisor right for you?

See if a robo-advisor is a good fit for your investing goals.
Robo-advisors offer a simple, lower-cost way to invest, making them a good fit for many beginners and long-term investors.
Investing

What is self-directed investing?

Find out if self-directed investing could be a good fit for your goals.
Self-directed investing gives you the flexibility to build and manage your own portfolio, but it also comes with greater responsibility.
Retirement

How to use an HSA for retirement

HSAs offer triple tax advantages that can supplement retirement savings.
While an HSA is a tax-friendly way to pay medical bills, you can turn it into an even more powerful retirement savings account.
Taxes

End-of-year financial planning checklist

This end-of-year checklist outlines 10 steps to start 2027 with a stronger financial foundation.
A year-end financial review gives you an opportunity to take stock of your finances and make strategic moves before the calendar resets.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Content and Knowledge

Budgeting

Make charitable donations go further

Learn how to maximize charitable donations with smarter giving strategies.
Whether you receive a tax break—and how much—depends largely on whether you claim the standard deduction or itemize your deductions.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Content and Knowledge

Career

Aligning your business and personal planning

Learn how to bridge the planning gap between business and personal finances.
These strategies can help you connect your business and personal financial plans while maintaining clear boundaries between them.
Family

Key car buying trends in 2026

From sticky prices to tax breaks, here's what to look for when buying a car.
Most industry watchers expect new car pricing to remain elevated through the remainder of this year, with less negotiating power for buyers.
Saving

How much cash should you keep on hand?

Learn how to balance savings and growth by assessing your personal liquidity.
Maintaining healthy cash reserves can help you navigate periods of uncertainty, but holding too much cash in low-yield accounts can cause you to miss out on growth opportunities.
Family

Financial checklist for new parents

Explore 10 key steps every parent should take after welcoming a new baby.
Taking these steps early can help you protect your growing family and feel more prepared for the years ahead.
Retirement

How to catch up on retirement savings

Explore strategies for catching up on retirement savings, whether you're in your 20s or your 60s.
No matter where you are in your savings journey, it's not too late to make meaningful progress toward your retirement goals.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Content and Knowledge

Retirement

Understanding Social Security survivor benefits

Learn how to protect your loved ones with monthly payments based on your work record.
If you worked and paid into Social Security during your career, your spouse, children or other dependents may qualify for benefits based on your earnings record.

Nerre Shuriah

JD, LLM, CM&AA, CBEC® | Senior Director of Wealth Content and Knowledge

Home

Understanding the 2026 home market

Explore housing market predictions for 2026, from rates to home prices.
The 2026 housing market is expected to be more stable than in recent years, but affordability challenges remain.

Chris Shugart

Manager, Mortgage Sales

Showing 1 - 12 of 244 results

Showing 1 to 12 of 244 results

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