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Asking questions is essential as a beginner investor. Understanding what you are investing in, its relevance to your goals, and the...

I didn’t really understand how money worked until I started training as a financial coach. My then-husband and I had substantial debt and...

During my time as a licensed financial coach, I educated clients on the responsible use of credit. Knowing how credit works helped my...

My former husband and I were deeply in debt during our marriage. We had three condos with mortgages, two car payments, and significant...

I opened an Individual Retirement Account (IRA) in my 20s. Saving for retirement as early as possible is important for financial...

I taught myself to write grant proposals early in my freelance writing career. I volunteered to write proposals for a year to gain...

Understanding the withdrawal rules for an Individual Retirement Account (IRA) can be challenging. The requirements differ based on your...

Like most people, you probably have a 401(k) plan through your employer. This tax-advantaged retirement account is an excellent way to...

In my opinion, annuities are among the most confusing investments. The seemingly endless options, features, and benefits can discourage...

I held a loan originator license while working as a licensed financial coach. I helped individuals and families who wanted to buy a home...

I was authorized to market prepaid legal services during my time as a licensed financial coach. Because these services included a will, I...

I enjoyed educating clients on investing during my time as a licensed financial coach. The financial services industry can be confusing,...

Personal finance is the management of financial activities and decision-making. The areas include budgeting, saving, insurance,...

My 12 years as a licensed financial coach taught me the importance of contributing to an emergency fund. Whether your goals include...

I opened an Individual Retirement Account (IRA) in my 20s to start saving for retirement. If you haven’t started investing for your...

During my time as a licensed financial coach, I learned firsthand about 401(k) plans. I gained insight when a client implemented a plan...

During my time as a licensed financial coach, I created complimentary, customized, confidential plans to help families become properly...

I co-owned three condos during my marriage: one that we lived in, one that we rented out, and one that we flipped. We both had excellent...

I started a term life insurance policy in my 20s. My then-husband and I wanted to ensure we each had coverage in case either of us passed...

When I was in my 30s, I was surprised to receive money from a will . A relative I had never met listed my father as a beneficiary, but...