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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

Considerations for credit card balance transfer offers

While a credit card balance transfer might seem like a good idea, it could come at a cost. There are other options you should consider first.

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Planning your financial future

Creating a financial plan when chronic illness or disability strikes

Are you prepared to deal with an unexpected illness or disability? Build a financial plan that can help cover unexpected and ongoing medical bills.

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Planning your financial future

Credit score misconceptions

If you're not familiar with how credit scores work, it can be easy to misunderstand how they're used. We discuss three common misconceptions.

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Planning your financial future

Differences between a financial adviser and a stockbroker

Don't be confused when seeking professional assistance with your finances. Learn the difference between a financial adviser and stockbroker.

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Planning your financial future

Don't do this with your debt

When you're facing mounting debt, it can be tempting to turn to a quick fix, but doing so can actually do more harm. Here are a few missteps to avoid.

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Planning your financial future

Financial advice on lottery winnings and other big financial decisions

Winning the lottery can be bittersweet. On one hand, you have money, but on the other it’s easy to deviate from your financial plan.

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Planning your financial future

Financial advisors and the duties they perform

Financial advisors can provide a variety of services for clients. They are able to cover a wide range of financial needs and build a financial plan to help you achieve your financial goals.

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