Financial Resources

Everything you need to save money, invest better, and cut unnecessary expenses. Free guides, calculators, and tools to help you achieve financial freedom.

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Find the financial guidance you need, organized by topic

Budgeting & Saving

Master your money with smart budgeting strategies and saving techniques

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50/30/20 Budget Rule Guide

Guide
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Emergency Fund Calculator

Tool
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High-Yield Savings Accounts

Guide
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Automatic Savings Strategies

Guide
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Investing & Wealth Building

Build long-term wealth with smart investment strategies

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Beginner's Guide to Index Funds

Guide
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401(k) Optimization Strategies

Guide
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Roth IRA vs Traditional IRA

Comparison
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Investment Risk Calculator

Tool
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Debt Management

Eliminate debt faster with proven strategies and tools

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Debt Snowball vs Avalanche

Comparison
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Credit Score Improvement Guide

Guide
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Debt Consolidation Calculator

Tool
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Student Loan Forgiveness Programs

Guide
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Home & Mortgage

Navigate homeownership and mortgage decisions with confidence

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First-Time Homebuyer Guide

Guide
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Mortgage Calculator

Tool
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Refinancing Decision Guide

Guide
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Home Equity Loan vs HELOC

Comparison
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Insurance & Protection

Protect your family and assets with the right insurance coverage

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Life Insurance Needs Calculator

Tool
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Health Insurance Guide

Guide
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Disability Insurance Basics

Guide
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Auto Insurance Optimization

Guide
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Tax Planning

Minimize your tax burden with smart planning strategies

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Tax Deduction Checklist

Checklist
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Tax-Loss Harvesting Guide

Guide
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HSA Tax Benefits

Guide
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Tax Withholding Calculator

Tool
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