Topics A-Z
Housing
For many people, a home is their largest investment. Others choose to rent. No matter where you live, it helps to know some key insurance, saving and budgeting strategies and special programs to help you afford your housing costs and protect your possessions.
How To Prepare for Your First Mortgage
The typical mortgage for most Americans starting out is a 30-year fixed mortgage or an adjustable-rate mortgage (ARM) that usually has a fixed rate for 5, 7 or 10 years and then converts to a variable rate that typically adjusts annually
The Latest
Debunking 'All Debt is Bad' and Other Common Myths
Not all debt is bad. Consider a few situations when debt can help improve your overall financial situation.
Financial Mistakes Women Make and Other Myths
These five common misconceptions about women’s relationship with money may resonate with you.
Tired of Renting? Smooth the Transition to Homeowner With These Best Practices
Many people want to make the leap from renter to homeowner for a variety of personal and financial reasons. These tips can help you make the leap.
6 Personal Financial Planning Tips During the COVID-19 Pandemic
Despite the uncertainty created by the pandemic, a CFP® professional can help you take steps to build financial security for yourself and your family.
Love and Money 10 Tips for New Partners to Seamlessly Plan Together
Learning how to manage money together can be a rewarding way to bond with your partner.
6 Planning Strategies to Help First-Time Homebuyers Become House-Rich
If you are a first-time home buyer, here are six guidelines to assist you in your financial preparation.
4 Questions to Ask Before Buying a Home
Some of the key questions to ask are how much the house costs in relation to your income and your savings, and how much you're able to save and spend.
Buy or Rent a Home
Before you commit to buying a home (or anything else), ask yourself why you want to own it.
Financing Your Home Improvement Project
With thorough research and preparation, a house equity loan, a line of credit or a construction loan can be a valuable tool for any homeowner.
3 Options for Investing in a Vacation Home
Second homes or additional properties can be great, but conversations about them are best had once you properly secure your financial future.