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Helpful Financial Articles You Can Use Immediately

Short, practical guides for families, retirees, and business owners. Every article focuses on clear actions, not jargon.

Featured Articles

Refinance Break-Even Guide

8 min read • Mortgage Strategy

Rates are lower again. Learn how to calculate break-even timing and avoid refinance mistakes.

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First-Time Homebuyer Budget Checklist

8 min read • Housing

Before shopping for homes, pressure-test your budget using this step-by-step checklist.

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Mortgage Pre-Approval vs. Approval

6 min read • Mortgages

Understand the key difference so you can negotiate with confidence when making an offer.

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Retirement Readiness in Your 40s and 50s

9 min read • Retirement

A focused checkpoint process to figure out if you're on track and where to adjust.

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401(k) vs. IRA: Which to Fund First?

7 min read • Investing

A straightforward decision framework for prioritizing retirement contributions.

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How Large Should Your Emergency Fund Be?

6 min read • Planning

Choose a target emergency fund based on your income volatility and obligations.

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Tools to Pair With These Articles

Calculators • Interactive

Use our tools to run refinance break-even, mortgage, retirement, and emergency-fund scenarios.

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