Everyone has goals that they want to reach, but few people are actively working toward them. This Coach helps users solidify their goals and shows them how to save with a purpose and create a plan to reach them.
Now may be a great time for your customers to refinance. This article highlights some of the benefits of doing so while also making your customers aware of the potential trade-offs.
Your customers have four options for what to do with the money they’ve accumulated when they leave a job with a 401(k). This article highlights each option and informs them of the pros and cons of each.
Scammers are constantly doing all they can to take advantage of your customers. You can help them stay safe with the information in this article. It outlines red flags and common traps that they should be on the lookout for.
What do your potential customers need to know about opening their first bank account? This article will walk them through it all, including the different types of accounts they can open, how interest works, and what they need to open an account.
This calculator not only helps users determine how much they can afford to pay for rent each month, but takes it a step further by demonstrating where they fall within the recommended cap of 25% of their monthly income going toward rent.
Users can easily estimate their potential HELOC limit with this calculator. It takes into consideration their home value and how much they owe on their mortgage. It then allows them to estimate a max acceptable LTV to get their potential limit.
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