October 15, 2023

What Are Qualified Expenses For A 529 Plan (And What Doesn’t Count)?

Wondering what are qualified expenses for a 529 plan? Here’s exactly what can and can’t be covered by your 529 college savings plan.

October 15, 2023

Best Custodial Investment Accounts (UTMA and UGMA)

While custodial investment accounts don’t have the tax and aid benefits of education savings accounts, they’re much more flexible. See our favorites.

October 10, 2023

How To Use Plaid Portal To Track Your Linked Accounts

Plaid Portal is a fintech company that enables fintech apps and financial institutions to connect to each other. Find out how to use Plaid Portal.

October 6, 2023

Vyzer Review: Investment Tracking for Any Type of Investment

Vyzer allows you to track all of your investments, no matter what. They offer online connections for traditional investments and document upload for alternative investments, such as real estate or private equity. Learn more with this Vyzer review.

October 3, 2023

Snowball Analytics Review: Portfolio Analytics For Stock Investors

Snowball Analytics is a portfolio analytics platform designed for individual stock investors. Find out how it works in this Snowball Analytics review.

October 2, 2023

5 Board Games That Teach You About Investing

Here are our favorite board games that can teach you about money, investing, and more.

September 27, 2023

Why Does Each State Have Different 529 Plan Rules?

Saving for college is complicated in America because there are different 529 plan rules that are set by each state.

September 27, 2023

How To Cash A Paper Savings Bond

Today, most savings bonds are bought and sold online through Treasury Direct. But what if you have a paper bond? Here’s how to cash a paper savings bond.