
4 min read
What’s your investor personality? This quiz (which has nothing to do with finance) may tell you.
Everyday behaviors can be a window to your personality. They may even indicate what kind of investor you are. Take this quiz to find out.

4 min read
How does the stock market work?
What’s behind one of the most-watched economic outlook numbers?

3 min read
A step-by-step guide to build a personal financial plan
A just-for-you, start-to-finish strategy for all your money goals? We’ve got it right here, ready to go.

4 min read
How to prepare for your first meeting with a financial professional
Not sure what to expect in your first meeting with a financial professional? Take these steps to prepare and make the most of it.

4 min read
Do you need a financial professional? What to consider
Discover whether a financial professional (aka financial advisor) is right for you—and how to go about finding one you trust. Or, whether a DIY approach to managing your money works for you.

6 min read
This young couple plans to retire at 50. Learn how the FIRE lifestyle is getting them there.
Drawing upon saving, spending, and investing tips from the FIRE lifestyle, this young couple is on track to retire early. And they still find ways to travel and live big.

5 min read
Should you invest or pay off student loans?
Dreaming of being a student-debt free millennial or Gen Zer? Reframe your approach to your debt and make progress on your financial well-being.

5 min read
FIRE quiz: Find out if you’re on the financial independence/retire early track
The FIRE lifestyle emphasizes ultra-frugal living for people who are trying to retire early. Take this quiz to see how your saving and spending habits stack up.

4 min read
From the snowball method to debt consolidation, three strategies can help you get ahead of principal and interest payments and get closer to living debt free.

7 min read
Cook up your asset allocation plan
You need just the right mix of investments to help meet your financial goals. Explore ideas to cook up an asset allocation plan suited to your tastes.