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Financial planning

One key to money management is creating smart financial habits for your everyday life. Browse this section to find tips on budgeting, investing, building savings and more.
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Planning your financial future

13 ways to budget and save money during the summer

Summer is a fun time, but can also be expensive. Fear not, because there are simple ways you can learn how to budget and retrain your brain to save money.

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Planning your financial future

Wedding planning financial checklist

When you get married, you blend your hopes and dreams — and your finances.

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Dollar bills in glass jars labeled retirement, house, vacation and college.
Planning your financial future

Setting smart and realistic financial goals

Resolving to take on challenges like tackling debt, savings and retirement once and for all can serve as a turning point and help you build a more secure future.

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Planning your financial future

Moving checklist and financial considerations for your next move

Before you settle into your new place, there are plenty of logistical considerations and financial implications to address.

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Woman’s hands using a laptop and calculator on top of financial paperwork.
Planning your financial future

Do I need to consolidate my debt?

In this article, you'll learn some of what you need to know about debt consolidation so you can better understand your options.

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Planning your financial future

Income tax FAQs

Whether you look forward to tax season (and potentially getting a refund) or you dread the idea of preparing your return, it's a task that can't be avoided.

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Man sitting at desk looking at tax forms and laptop
Planning your financial future

Income tax glossary: Basic terms you should know

For many people, trying to understand basic tax terms can lead to frustration and confusion and that's especially true if you're trying to do your taxes on your own for the first time or if life events have changed your financial situation.

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