Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Hindsight 2020: 6 Ways We Learned to Save
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.