Sort and filter Sort by: Oldest to newestNewest to oldest Filter by: Budgeting Debt Education Estate planning Financial planning Health care Insurance Investing Markets and the economy Nearing retirement Retirement income Retirement planning Social security Taxes Workplace benefits 6 min read Budgeting Should I pay off my mortgage with my retirement savings? 4 things to consider If you’re contemplating paying off your mortgage with your 401(k), these four key considerations may help you make a choice that fits short- and long-term goals. 4 min read Debt 3 ways to pay off your debt Whether through the snowball method or another strategy, we can help you take control, get ahead of payments, and get closer to living debt free. 4 min read Debt 7 steps to pay off debt and save for retirement Do you want to save for the long term while paying down your bills? With a little planning and prioritizing, you can do both. 3 min read Debt Before you take on debt, ask yourself these 5 questions Whether you’re paying for a car, a refrigerator, or a new pair of skis, here are five questions to think through before you take on debt. 4 min read Debt How to manage your debt (and pay off what you owe) You can figure out how to manage debt, including paying off the debt you have, to help reach your financial goals. 5 min read Financial planning What is a credit score and how do you improve yours? Understand the factors that make up a credit score and know how to check your credit score to help build your financial foundation. 5 min read Retirement planning Should you pay off debt with your retirement account? Be sure to understand all the consequences that could come from using your retirement account savings to pay off debt. 4 min read Debt How to manage debt in retirement Nearly half of Americans expect to retire with debt. A few strategies can help you pay down (or pay off) those bills and enjoy retirement. 5 min read Education Should you invest or pay off student loans? Dreaming of being a student-debt free millennial or Gen Zer? Reframe your approach to your debt and make progress on your financial well-being.