Financial Planning
Understand where you are today and create a roadmap to get you where you want to be.
8-Step Guide to Saving for Multiple Financial Goals
Knowing how to prioritize your financial goals when you have competing priorities can be tricky. Consider these steps as you map out a plan.
Playing the Points Game: 5 Credit Card Mistakes
Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win.
Thinking About Downsizing Your Home?
Moving to a smaller house can have many financial advantages. Here's what you should consider from a tax perspective.
Financial Considerations of Moving Abroad
More and more Americans are establishing second homes abroad. Here's how to prepare your finances before making the move.
How to Create a Retirement Paycheck
From understanding your income sources to prioritizing your order of withdrawals, creating a steady income stream in retirement is a complex undertaking. Consider these five rules to help guide you.
Grandparent-Owned 529s Get a Boost
529 accounts owned by someone other than the beneficiary's parent no longer affect need-based financial aid. Here's what to know before you open an account for your grandchild or other family member.
Saving Outside Your 401(k)
Once your basics are covered, you might want to consider setting aside some extra money. Here's how to decide which accounts to use—and when.
7 Car Buying Mistakes That Could Cost You
Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.
Estate Planning for Low Interest Rates
The three estate planning strategies that can benefit from low interest rates.
Should You Lend Money to a Family Member?
While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.