Resources for Deeper Financial Literacy

Curated articles, guides, and checklists to help you build financial literacy and make informed decisions.

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article

Understanding Your Credit Score

Learn how credit scores are calculated, what factors influence them, and how to improve your credit rating for better loan terms and financial opportunities.

creditcredit scorefinancial health
article

Investing for Beginners

A comprehensive guide to getting started with investing, covering basic concepts, investment types, risk management, and building a diversified portfolio.

investingstocksportfolio
article

Mortgage Basics Explained

Everything you need to know about mortgages, including types of loans, interest rates, down payments, and how to choose the right mortgage for your situation.

mortgagehome buyingreal estate
article

Debt Management Strategies

Effective strategies for managing and paying off debt, including the debt snowball method, debt avalanche method, and when to consider debt consolidation.

debtdebt payoffconsolidation
checklist

Financial Goal Setting Checklist

A step-by-step checklist to help you set, prioritize, and achieve your financial goals using our calculators and planning tools.

goalsplanningchecklist
checklist

Pre-Retirement Planning Checklist

Essential checklist for planning your retirement, including savings targets, investment strategies, and using our retirement calculator effectively.

retirementplanningchecklist
guide

How to Use Scenario Analysis for Financial Planning

A step-by-step guide to using our scenario analysis tools to make better financial decisions and prepare for different outcomes.

scenario analysisplanningdecision making

Using Resources with Calculators

Our resources are designed to work hand-in-hand with our calculators. Read articles to understand concepts, use checklists to plan your goals, and apply guides to make better financial decisions.

1. Learn

Read articles to understand financial concepts and terminology.

2. Plan

Use checklists and guides to structure your financial goals.

3. Calculate

Apply what you've learned using our calculators with AI coaching.