Accounts
If you want to make your money work for you, then you have to make sure it’s in the right account. Some accounts are for retirement, some are for short-term savings, some have tax advantages. Sound confusing? It’s actually not. We swear. Let us show you the way.
What's a 401(k)?
1 min read
A 401(k) is an employer sponsored and administered retirement savings plan.
Learn more about accounts
Checking vs Savings Account
4 min read
What's the difference between a savings and checking account — we compare them both and let you in on the pros and cons of each.
What is a Checking Account?
6 min read
You're probably using the humble checking account every day for things like paying rent or buying groceries, but when it comes to finding the right account for you, there's no one-size-fits-all.
How to Open a Roth IRA
7 min read
Not sure how to set up one of America's most popular retirement accounts? Opening a Roth IRA is as easy as opening a checking account. Just follow these six steps.
How Much Should I Contribute to My 401(k)
4 min read
The question of how much to contribute to your employer retirement plan, whether a 401(k) or some other version, is one that is often asked. We all have other financial priorities and that money can go toward those priorities.
What is a Brokerage Account
7 min read
At its core, a brokerage account holds the cash you need to buy securities. But finding the account that’s right for you is a matter of knowing your investment style.
2019 Roth IRA Rules
6 min read
Trying to get your head around IRA rules? When it comes to IRA contribution, withdrawal and taxation rules we've got you covered.