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Free one-page guides

All guides, in one place

Real numbers, honest caveats, one page each. Every guide links to a downloadable PDF version too.

Saving & budgeting

04 live

Retirement & tax-advantaged accounts

01 live
Live

Roth vs. traditional IRA

Same limit, opposite tax timing — how to actually decide.

Coming soon

The HSA most people ignore

The triple-tax-advantaged account hiding in plain sight.

Coming soon

401(k) benchmarks by age

A guideline, not a verdict — how to read them right.

Coming soon

How Social Security actually works

And why it shouldn't be your only plan.

Coming soon

Tax-loss harvesting, without the jargon

What it is, and when it's actually worth doing.

Family & estate

00 live
Coming soon

529 plans vs. custodial accounts

Two ways to invest for a kid's future, compared.

Coming soon

Term vs. whole life insurance

Who actually needs which, and why.

Coming soon

Estate planning basics

What happens to your money if you do nothing.

Behavioral

00 live
Coming soon

Side income vs. investing

Where extra money should go first.

New guides, first

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