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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 articles on budgeting, investing, building savings and more.
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Planning your financial future

Personal finance in your 30s

If you're in your 30s, there are some financial priorities that can help you get a head start on your future. Here's our suggested checklist.

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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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Planning your financial future

Money management tips and saving money in your 40s


Finances in your 40s are a balancing act — building your retirement, saving for college, enjoying what you've earned. Here's a checklist to help.

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Picture of mom and dad sitting on the living room couch with their young daughter in-between, looking at a mobile phone.
Planning your financial future

Is it time to get your financial house in order?

This article uses the rooms of a house to illustrate how easy it can be to tackle the various aspects of money management, emergency planning and saving for the future.

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 Expensive boat motoring across the lake on a sunny day.
Planning your financial future

How much is boat insurance?


The make, model and use of the boat are just some of the factors that impact the cost of boat insurance. It pays to research before you buy.

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Planning your financial future

How do stocks work?

As a stockholder, you are a partial owner of a company. You can make money if the company distributes their profit as a dividend, or by selling the stock if the value increases above what you paid.

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Photo of mom, dad and young son in the car, taking a road trip.
Planning your financial future

Buying vs. leasing a car: What makes the best sense for you?

There are pros and cons to financing options that should be weighed with your priorities and financial goals before you decide to buy or lease a car.

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