Must Reads

How to Budget
Your February 2016 Financial To-Dos

From prepping for tax season to reassessing your rainy day fund, these quick tasks can help keep your money goals on track.

How to Budget Your Money With the 50/20/30 Guideline

It's hard to know how much you should spend on housing, clothing or food. Lay your confusion to rest with the 50/20/30 rule.

How to Budget
Your January 2016 Financial To-Dos

From setting realistic money goals to automating your bills, pencil in these key tasks to get the year started on the right foot.

How to Budget
Your December 2015 Financial To-Dos

Finish the year strong by checking your holiday budget, making last-minute retirement contributions and other smart money moves.

How to Budget
Your November 2015 Financial To-Dos

From facing your financial fears to strategizing charitable giving, add these tasks to your list for a month of smart money moves.

Top Money Mistakes To Avoid

10 Retirement Myths That Can Wreak Havoc on Your Nest Egg

There are too many mistaken beliefs floating around about the “R” word. Here's the truth about saving for retirement.

9 Mistakes Not to Make With 529 Savings Plans

Need to save for college, but not quite sure how? These pitfalls should be on your radar.

Loans & Mortgages
7 Top Mortgage-Shopping Mistakes to Avoid

A home is probably the biggest purchase you will ever make. Be sure not to trip over these mortgage-shopping pitfalls.

Things You're Embarrassed To Ask

Tools & Calcs



ETF Terms That Will Take Your Knowledge to the Next Level

How much do you really know about ETFs? From "exposure" to "volatility," our checklist gives a rundown of key terms to understand.

Checklist: 6 Simple Steps to Tackling Open Enrollment

Haven’t made your benefits elections yet for 2016? Our easy-to-follow guide helps break down the process into six key to-dos.

How to Budget
Newlyweds Checklist: 10 Steps to Mapping Out a Money Mission Statement for Couples

Every couple should have one—but few do. Here's how to draft a money mission statement for a sound future together.

Checklist: 5 Top Year-End Tax Moves to Make—Today

From making an added mortgage payment to using up flex spending, there's still time to ease your tax burden—if you act fast.

Health Insurance Checklist: 12 Coverage Terms Everyone Should Know

Insurance lingo got your head spinning? We define the need-to-know vocab that will help you get through open enrollment season.

Checklist: I’m Ready for a Home! 9 Steps to Stress-Free Home-Buying

Homeownership tops many a lifetime to-do list—and many a financial fear list. Prime yourself for the big purchase with this guide.


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