Comprehensive Guides
Start-to-finish walkthroughs for major financial decisions. Each guide weaves together calculators, insights, and reference data into a single, actionable journey.
The Complete First-Time Homebuyer’s Guide
Everything you need to know about buying your first home — from assessing readiness and saving for a down payment through closing day and your first year of ownership.
Read the guideThe Complete Retirement Planning Guide: From First Paycheck to Last
A life-stage approach to retirement planning — covering accumulation, optimization, transition, and distribution strategies from your 20s through retirement.
Read the guideThe Complete Guide to Getting Out of Debt
From crisis to freedom — a step-by-step framework for inventorying your debt, choosing a payoff strategy, and building the habits that keep you debt-free.
Read the guideThe Complete Guide to Paying for College Without Going Broke
A timeline-based approach to college planning — from 529 savings strategies through financial aid optimization, school selection, and post-graduation loan management.
Read the guideYour First Financial Plan: A Complete Guide for New Earners
The money order of operations — a prioritized action plan for anyone starting their first real job, covering budgeting, emergency funds, debt, retirement, and goal-setting.
Read the guideThe Complete Guide to Tax-Smart Retirement Withdrawals
The withdrawal sequencing framework — which accounts to draw from, when to convert to Roth, how to manage IRMAA cliffs, and year-by-year tax bracket optimization.
Read the guideThe Complete Guide to Buying a Car Without Overpaying
From budgeting to negotiation to financing — how to determine what you can afford, decide between buying and leasing, and avoid the most common dealer traps.
Read the guideLooking for Something Specific?
Our insights offer focused deep-dives on individual topics, and our calculators let you run the numbers yourself.