Taking control of your financial future starts with growing your confidence about money. This personal finance series can help you learn more about a wide range of topics, from how to build a budget to how to choose assets for your retirement fund. Read all the articles in a level, then take the quiz to see how much you've learned. Or, start with the quiz to find gaps in your knowledge and read just those articles to learn what you don’t know.
You may want to bookmark this page so you can come back to complete the series on your own time.
Personal Finance 101
Total newbie to financial topics? Start with our Personal Finance 101 series:
1. Budgeting Basics
2. Emergency Funds
3. Compound Interest
4. High Yield Savings Accounts
5. Certificates of Deposit (CDs)
6. Credit Scores
7. How FDIC Insurance Works
8. Personal Loans
9. Employer Retirement Plans
10. IRAs
Finished the series? Take the quiz.
Personal Finance 201
Tackled all of Level 101 — or do the 101 topics look familiar? Try our Personal Finance 201 series:
1. Tax Credits vs. Tax Deductions
2. Auto Leasing
3. CD Ladders
4. Traditional vs. Roth Retirement Accounts
5. Retirement Plans for the Self-Employed
6. 529 Plans
7. Stocks and Bonds
8. Mutual Funds and ETFs
9. Target Date Funds
10. Fixed-Income Annuities
Finished the series? Take the quiz.
Personal Finance 301
Once you’ve mastered those, it’s time for Personal Finance 301. Don’t be nervous – this is where you can really gain some confidence around more complex financial topics!
1. The Retirement Bucket System
2. Asset Allocation and Diversification
3. Financial Advisors
4. Health Savings Accounts
5. Life Insurance
6. Long-Term Care
7. Reverse Mortgages
8. Required Minimum Distributions
Finished the series? Take the quiz.
The tips in this personal finance series can help you learn to manage your money, now and into the future. Use them to help you understand your financial goals — then, take the next step and put those goals into action.
Learn more about how Riverstones Vista Capital can help you meet your financial goals.