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School-Age Children

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401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Learn About IRAs, 401(k)s, & 403(b)s

How-To

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

How To Open An IRA Account

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Know how you're taxed, how you might save, and how taxes change in retirement.

Learn About Federal Taxes

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To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.

Figure Out "If You Refinance ..."

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Small changes can have a big impact.

Figure Out Where to Cut Spending

How-To

You'll sign papers that make you responsible for the mortgage loan and monthly payment.  If buying, you'll also get title to the property.

How to Close on Your Mortgage

How-To

To get a better loan and borrow on more favorable terms.

How To Improve Your Credit

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It changes what you own, what you owe, & your monthly expenses.

Figure Out How Moving Changes Your Finances

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Costs often run 3-8% of the loan amount.  Some can be split with the seller or lender.  Those you pay can often be rolled into the loan.

Learn About Mortgage Closing Costs

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A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Learn About Home Equity Loans & Lines of Credit

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Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?

Figure Out Your Best Mortgage

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Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

Learn About Life Insurance

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A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds

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Get a personal estimate in 6 minutes or less.

Figure Out How Much Life Insurance You Need

How-To

Help your kids live financially smart lives

How to Teach Your Kids

How-To

For greater peace of mind & more to spend or save.   

How To Pay Down Debt

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Know where your money goes, to spend smarter and live within your means.

Figure Out a Budget in 3 Minutes

How-To

A 9-minute checkup to see where you stand and get your finances squared away.

How To Check Your Family's Finances

How-To

If you don’t have a will, the court will distribute your property according to state laws.

How To Make a Will

How-To

You need to show lenders that you and your home are good investments.

How to Get a Mortgage

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To protect yourself you need a reserve, usually about 2-4 months’ pay.

Figure Out a Reserve for Unemployment

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Build a plan to get where you want to go.

Figure Out a Better Tomorrow

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Retirement planner if you're approaching retirement.

Figure Out a Retirement Plan (if 50 or over)

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See how quickly you could be out from under.

Figure Out How to Pay Off Credit Card Debt

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Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

Learn About Medical Insurance

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Disability insurance can keep you afloat if you’re unable to work.

Learn About Disability Insurance

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See how much your savings might grow in average, good, and bad times.

Figure Out "Stocks or Bonds?"

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A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

How-To

If trust and expertise is what you want, here's how to find a planner that fits the bill.

How To Pick a Financial Planner

How-To

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

How To Manage Everyday Spending

How-To

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

How To Move Money From Spending To Savings

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There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Learn About Borrowing Smart

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How much to save & how much you'll need in 10 years to be "on-track"

Figure Out a Retirement Plan (if under 50)

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It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

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A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.

Learn About Home Equity Loans & Lines of Credit

Learn More

It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.

Learn About Paying Off the Mortgage

Learn More

Costs often run 3-8% of the loan amount.  Some can be split with the seller or lender.  Those you pay can often be rolled into the loan.

Learn About Mortgage Closing Costs

Learn More

A simple quiz to help you know where to get the best return on your savings.

Learn About The Best Return on Your Savings

Learn More

Your family depends on the paychecks the breadwinners bring home.   So what would happen should a breadwinner die?

Learn About Life Insurance

Learn More

Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.

Learn About Medical Insurance

Learn More

401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.

Learn About IRAs, 401(k)s, & 403(b)s

Learn More

There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.

Learn About Borrowing Smart

Learn More

Know how you're taxed, how you might save, and how taxes change in retirement.

Learn About Federal Taxes

Learn More

Disability insurance can keep you afloat if you’re unable to work.

Learn About Disability Insurance

Learn More

A relatively safe way to invest in stocks, bonds, or other investments.

Learn About Mutual Funds