Financial Planning

Ready to get your financial house in order? Get useful insights into all aspects of financial planning, including creating a budget, saving money, planning for college, investing for retirement, buying insurance, and more.
 woman counting bills
What Is a Zero-Based Budget?
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What Is Account Reconciliation?
Shopkeeper doing his monthly bookkeeping
What Is Double Entry Accounting?
A couple struggles to figure out how variable expenses affect their budget
How Variable Expenses Affect Your Budget
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How To Be Financially Prepared To Leave an Abusive Partner
Image shows a man leaning over a budgeting worksheet.
Get a Handle on Your Spending With These Monthly Budget Worksheets
Couple going over their finances together at home using digital tablet
What Is Financial Health?
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Keep Your Budget Simple With the 50/30/20 Rule
Charitable Giving
8 Types of Charitable Giving
young man creating a budget
How to Use Envelope Budgeting to Manage Your Finances
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What Is a Luxury Item?
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What Is Autonomous Consumption?
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Can College Students Get Unemployment?
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How to Plan for Discretionary, Variable, and Fixed Expenses In Your Budget
Let's get these expense out of the way
How To Identify Your Financial Blind Spots
a 20-something's guide to money
Have You Mastered These 20 Financial Skills?
Stressed-out person looking at computer
What Is Rent Escrow?
Buying car insurance
The 5 Biggest Mistakes People Make When Buying a Car
how to budget for your first apartment: rent, renter's insurance, utility deposit, natural gas, security deposit, electric, water, administration fees, internet and cable
How and What To Budget for Your First Apartment
Freelancers must budget for taxes to be paid at year’s end Must send in estimated quarterly payments every three months Make sure to set additional money aside to pay penalties for late quarterly taxes 25% to 30% is the recommended savings amount, which covers income tax and self-employment tax Remember to save your receipts
How to Budget for Taxes as a Freelancer
 two women talking to each other across a desk about financial matters
What Is Caveat Emptor?
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What Is Dual Income No Kids (DINK)?
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Why Should I Get a Co-signer for an Apartment?
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What Is a High-Net-Worth Individual (HNWI)?
Learn Six Simple Steps to Save on Groceries Today
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Here Is a Checklist to Help You Furnish Your Dream Home on a Budget
Emergency fund
10 Short Term Financial Goals You Can Complete Now
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Best Online Financial Modeling Course in 2021
Woman taking cash out of wallet
A Cash-Only Budget Is Easier to Follow—Learn How to Make the Switch
man holding coffee makes a budget list on a notepad
Is the Envelope System the Best Budgeting Method?
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Making a Holiday Budget
graphic showing two people on top of stack of books with a ruler and pencil.
Heard of the $2K Rule? How Much to Save for Your Kids’ College
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Why Your Car is an Asset, Not an Investment
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Following These 10 Steps Will Help Avoid Creating Credit Card Debt
Laughing couple recording expenses in a notebook
Why You Need to Track Expenses to Take Control of Your Finances
A lender shows a couple their excellent credit scores
What Is Your Beacon Credit Score?
illustration of person on video screen holding credit cards, surrounded by money symbols
4 Things You Can Do to Improve Your Financial Literacy
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What Is a Certified Divorce Financial Analyst?
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A Look at the Most Difficult Accounting Errors To Detect and Correct
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Financial Planning Tips for High School Students' Money Management
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Tips on How to Avoid Credit Card Overspending
Serious young couple planning budget over laptop at table. Young man and woman calculating monthly expenses at home. They are in casuals.
How To Achieve Financial Wellness in Just a Few Minutes a Week
Man with a tablet making plans for his business
Taking Care of Yourself When You Are Self-Employed
Female returning college student uses a laptop with textbooks nearby
Should I Go Back to School in a Recession?
Husband and wife home budgeting at kitchen table
Financial Planning 101
Freelancer working at her dining room table using a calculator and a laptop to balance her budget
How to Budget If You're Self-Employed or a Freelancer
Emergency fund
Are You Ready for a $500 Financial Emergency?
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Answers to the 5 Biggest Financial Questions
5 Steps to Help You Find the Right Financial Planner for You
A young woman looks over her weekly financial plan.
How To Practice Financial Self-Care With Positive Money Habits
Learn to set up an envelope budgeting system.
Learn How an Envelope Budgeting System Makes Budgeting Easier
Hispanic couple having difficulty paying bills online
Emergency Savings Run Out? Here's What to Do Next
A man with a beard and a pregnant woman sit on a couch looking over their budget on a tablet
Expecting a Child? Update Your Emergency Savings and Financial Planning
A worried college student has one hand on her forehead while holding papers and looking at a laptop searching for a job
8 Ways New Grads Can Protect Their Finances
Woman remodeling her house
How to Add Value to Your Home Through Renovation and Remodeling
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Addressing Home Repairs: Budgeting Tips for Every Type of Homeowner
Man in home office on phone figuring out finances
Does Your Employer Offer an Emergency Savings Plan?
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How To Reduce Your Cost of Living
Online shopping
Honey vs. Capital One Shopping (Wikibuy)
A couple is paying bills on a laptop.
Top Reasons Why Americans Are Not Saving Money
More In Budgeting
Managing Your Debt