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Financial Education Resource Center

6 Compound Interest & Simple Interest Examples (w/ Formulas!)
Retirement & Investing

6 Compound Interest & Simple Interest Examples (w/ Formulas!)

We hope the formulas included here will help to demystify the math and help you to choose the best accounts to help you achieve your financial goals.

How to Identify Trading Forex Scams & MLMs
Retirement & Investing

How to Identify Trading Forex Scams & MLMs

With some help from financial experts, we've put together this guide to help you understand and recognize Forex trading scams and Forex MLMs.

Fraud Mythbusters: Are All Binary Options Scams?
Fraud Prevention, Retirement & Investing

Fraud Mythbusters: Are All Binary Options Scams?

Binary options have some attractive features and we’ve put together this guide to help you understand how they work and how to identify scams.

8 Red Flags to Spot Investment Fraud & Scams
Fraud Prevention, Retirement & Investing

8 Red Flags to Spot Investment Fraud & Scams

With help from some experts, we’ve compiled this list of 8 red flags to help you evaluate investments & decide whether they’re opportunities or fraudulent.

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)
Retirement & Investing

The Sum Up: Planning for a Non-Traditional Family (Which Is Probably Yours)

A recent article in Kiplinger talked about what steps people with non-traditional families should take while estate planning and preparing wills.

Living Will vs. Durable Power of Attorney: 8 Differences to Know
Retirement & Investing

Living Will vs. Durable Power of Attorney: 8 Differences to Know

Here are eight differences between a living will and a durable power of attorney.

The Sum Up: A digital approach to end-of-life planning
Retirement & Investing

The Sum Up: A digital approach to end-of-life planning

A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.

End of Life Planning 101: 8 Critical Florida Probate Rules
Retirement & Investing

End of Life Planning 101: 8 Critical Florida Probate Rules

To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.

10 Best Practices for Preparing a Last Will and Testament
Retirement & Investing

10 Best Practices for Preparing a Last Will and Testament

The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.

Real Talk: Why You Need an Estate Plan in 2023
Retirement & Investing

Real Talk: Why You Need an Estate Plan in 2023

Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.

The Sum Up: How to Use Home Equity in Retirement
Retirement & Investing

The Sum Up: How to Use Home Equity in Retirement

A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.

Episode 8: Retirement Strategies for People Over 40
Retirement & Investing

Episode 8: Retirement Strategies for People Over 40

On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40.

The Sum Up: Why I'm investing in real estate to fund my retirement
Retirement & Investing

The Sum Up: Why I'm investing in real estate to fund my retirement

A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.

7 Strategies for Buying & Owning an Investment Rental Property for Passive Income
Retirement & Investing

7 Strategies for Buying & Owning an Investment Rental Property for Passive Income

Since an investment in real estate can help you to plan for retirement, we thought it would be helpful to list some strategies to earn passive income.

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