Chip Explains: Foreclosure
Understand the ins and outs of foreclosure. This guide explains the process & offers strategies for those struggling with foreclosure, along with resources for help.
Your 2024 Financial To-Do (and Don’t) List: Mastering Your Money This Year
Master your money in 2024! Build a strong financial foundation, invest for the future & avoid pitfalls. Get actionable financial to-do list & bonus resources!
Chip Explains: Vesting Periods
Learn how vesting periods work and gain ownership of employer-provided benefits like retirement contributions or stock options.
Chip Explains: 529 Plans
What is a 529 plan?: A tax-advantaged investment account for future education expenses. It offers tax-free withdrawals for qualified education expenses and flexibility for various institutions. Learn more about 529 plans!
Chip Explains: Margin Calls
Margin calls explained! Learn what they are, why they matter, and how to navigate them for safe margin trading in the dynamic market.
Chip Explains: Futures Contracts
Futures contracts—standardized agreements for buying/selling assets at a set point in the future. Manage risk, speculate across markets, from commodities to currencies. But beware: Leverage, volatility, timing is key.
Chip Explains: 403(b) Accounts
Discover 403(b) Retirement Plans: Tailored savings for educators & non-profits. Tax advantages & employer contributions pave the way to a secure retirement.
Top 6 Questions to Ask a Financial Advisor in 2024
Get clarity, make informed decisions, secure your future! Six questions to ask your financial advisor about portfolio strategies, inflation hedges, tax-efficient plans, retirement readiness, and fee transparency.
Chip Explains: Fixed Income Indexes
Today, we’re exploring Fixed Income Indexes. These indexes are like roadmaps for investors navigating the world of fixed-income securities. Let’s uncover why they’re essential in finance.
Chip Explains: Financial Derivatives
Discover how these powerful instruments derive value from underlying assets, offering opportunities for risk management and portfolio diversification. But beware of the risks lurking beneath the surface, from leverage to counterparty challenges.
Do I Need Disability Insurance in My 60s?
While retirement plans and benefits may reduce the need, exceptions exist. Explore factors like delayed retirement and income shortfalls.
Chip Explains: Money Market Funds
Dive into Money Market Funds, exploring their versatility, stability, and convenience for investors. Learn why they matter and how to navigate your financial journey with confidence.
Chip Explains: Treasury Bonds
Explore the realm of Treasury Bonds, your steadfast guides to financial stability. Discover their features, benefits, and how to invest wisely.
Ultimate Guide to US Taxes 2024: Filing Basics, Deductions, and More
Master US taxes in 2024 with our comprehensive guide. From filing basics to special considerations, navigate the tax landscape with confidence!
Chip Explains: Stocks
Learn the ins and outs of stocks, this article dives into all aspects of stocks and the role they play in personal wealth creation as well as the global economy.
Retirement Planning Fundamentals: Unlock the Steps, Stages, and Considerations
Gain a deep understanding of the fundamentals of retirement planning, from Individual Retirement Accounts (IRAs) to holistic planning and more this article covers all the steps, stages and considerations of retirement planning.
Chip Explains: Emergency Funds
Build a financial safety net! Learn how an emergency fund protects you from unexpected expenses & how to create a plan to save for one.
Chip Explains: FDIC (Federal Deposit Insurance Corporation)
Is your money safe? Learn how FDIC insures your deposits & protects your savings. Discover its role & importance in financial stability.
Pre-Tax vs. Post-Tax: Navigating the Impact on Your Finances
Pre-tax vs. Post-tax: Understand the tax impact on savings & investments. Learn how to choose the right strategy for your financial goals.
