Take the guesswork out of managing your money. Our expert-created personal finance guides are built for real life, so you can make confident choices without getting lost in the fine print.
Each guide breaks down a specific financial topic, like tax prep, workplace benefits, or long-term planning, into clear, simple steps. They’re designed to help you take action, feel more confident, and avoid common (costly) mistakes.
✅ Pay once for lifetime access
✅ Includes free monthly updates
✅ Use at your own pace, anytime and anywhere
Choosing Workplace Benefits
Make the Right Choices During Open Enrollment
Your company’s benefits package is more valuable than most people realize, and this guide is your key to unlocking it.
What’s inside:
- Quick-start checklist for faster decision-making
- Easy explanations of health, dental, vision, retirement, and other benefits
- Guided planning process with curated tools and tips
Start with a quick-start checklist to improve your benefit selections right away. Then, learn what each option actually means in plain language. Finally, use the step-by-step planning checklist to ask smarter questions, explore top resources, and feel more confident in your choices.
Tax Time Guide
Be Ready for Tax Season Without the Stress
This guide is split into two parts to help you stay on top of both sides of your taxes, strategic tax planning, and tactical tax prep.
What’s inside:
- Strategic tips for better year-round tax planning
- Step-by-step help for preparing and filing
- A year-end checklist of smart tax-saving actions
You’ll learn how to think ahead to reduce your tax bill, stay organized when it’s time to file, and take advantage of year-end moves that can save you money.
Coming Soon: More Personal Finance Guides to Help You Stay in Control
We’re expanding our guide library to answer more of your everyday financial questions. Coming soon:
🎓 College Planning
Smart ways to save, plan, and pay for higher education without derailing your financial goals.
⏳ Retirement Planning
What to consider at every stage of your career, from getting started to stepping away from work.
📊 Your Money Dashboard
A clear, simple system for tracking your finances and staying organized without overwhelm.
Why Our Guides Work
We created these guides because we know personal finance can feel overwhelming, but it doesn’t have to. Each guide is:
✅ Written for real people, not financial pros
✅ Filled with real-world examples and tips
✅ Designed to help you take action right away
✅ Updated monthly to stay current with policy and best practices
Start With the Guide That Fits You Best
📘 Choosing Workplace Benefits
📗 Tax Time Guide
Simple, practical guidance. One-time purchase. Always up to date.
