How to Buy Another House Before Selling Yours
Purchasing property, whether it’s your first home or your second, can be a source of stress. The process becomes even more intimidating when you’re simultaneously buying and selling. Balancing the search for the perfect deal on your current home while securing enough funds for a down payment on your new one can be challenging. Amidst […]
50/30/20 Rule
How It Works The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that’s easy and effective. It offers guidelines for enjoying your income while putting savings on autopilot. Humans are fallible—sometimes we just need guidelines. If you struggle making sense of a sea of budgeting systems and apps, […]
Inflation Calculator
How It Works Inflation measures the rate of rising prices in an economy. Contributing factors include an increase in the cost to produce goods or an increase in the demand for goods or services. No matter the reason, inflation is typical and the Fed has an inflation target of approximately 2% (this helps a healthy […]
Saving With A Purpose
How It Works Saving with a purpose is the secret to making your goals a reality. This Coach session will help you set concrete savings goals and show you how much you need to save every month to reach them. To begin the Coach session, select Get Started. Next, follow along, answer questions, and provide […]
Financial Wellness Assessment
How It Works Knowing your strengths and weaknesses is the first step toward building financial wellness. We’ll determine what you’re doing well and where you can improve. Get Started More Financial Tools
Rent Affordability Calculator
Determine How Much You Can Afford. How It Works Rent will likely be a substantial part of your monthly budget. If you’re on the lookout for a new place, this calculator can help you determine what you can afford. Start by entering your gross monthly income. Next, enter averages for your expenses each month. This […]
Get Out of Debt
Make a customized plan to be completely debt-free. How It Works Managing debt is the best way to find financial freedom. This Coach session acts as a virtual Debt Coach, providing useful strategies to manage your personal debt situation and create a plan to pay off your debts using the debt snowball or avalanche methods. […]
