Kara Perez
Kara Perez

Kara Perez

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Investing Feb 06

5 ways robo advisors reduce the cost of investing

No one needs a sales pitch to pay higher fees.

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Investing Jan 02

How to invest in growth stocks

Reduce your risk over the long term.

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Investing Dec 28

How to diversify your investment portfolio

Building your portfolio? Follow these steps to make sure it's diverse.

Young man and woman couple learning investing

Investing Dec 27

Get rich from stock investing

We all want to get rich from the stock market. Read on to find out what you can do to try and make that possible.

Business man analyzing the business price chart on the desk at the meeting room in the morning

Investing Aug 29

Switching financial advisors can be an ordeal

The time has come to say goodbye.

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Banking Aug 24

How to transfer your savings account

Follow our simple guide if you want to transfer your savings to a different bank.

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Taxes Aug 11

What are pre-tax investments?

These investments can maximize your savings and investing benefits.

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Investing Jun 22

Get started early with 11 investing basics

Because it's never too late to learn.

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Investing Jun 16

What is a sweep account?

Cash sweeping is a personal finance strategy to help automate and grow your savings.

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Banking Jun 16

What is FDIC insurance?

We've all seen or heard the term “FDIC insured.” But what does that mean?

Businessman with chart in the fall. economy or stock market going down. Business man serious a falling down graph of stock market.

Investing Jun 15

What can past stock market crashes teach us?

The stock markets crashes and rebounds. Here is a brief history of past market crashes and what we can learn about them.

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Investing Jun 12

Should you buy the market dip?

When Wall Street is on a roller-coaster ride, should you buy or sell? We break down your options.

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Investing Jun 09

What investment can get me rich quick?

Getting rich quick can cost you a lot of money.

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Investing Jun 08

What to know about joint investment strategies

When it comes to investments and your partner, you want to be on the same page. Here's how to talk to your partner about money.

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Managing Money Jun 07

Making a budget that works

Everyone knows they need a budget but where do you start?

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Managing Money Jun 05

What is zero-based budgeting?

The pros and cons of Dave Ramsey's "make every dollar count" budgeting technique.

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News Jun 05

Breaking down the fed stimulus

Wondering what it means when the Fed rate falls to zero? Then read on.

Conceptual hand written text showing ROTH IRA

Retirement Jun 02

The Mega Backdoor Roth IRA guide

What is it? It's a way to to save even more towards your retirement

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Retirement Jun 02

IRA savings by age

Not sure how much you should have? We're here to help figure it out.

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Retirement Jun 02

There's no 401(k) if you're the boss and employee

If you own your own business, setting up a retirement account can seem daunting, but it doesn't have to be.

Millennial wife and husband sorting out bank papers,

Taxes Jun 01

Capital gains tax rates for 2022-2023

How do your investments affect your capital gains?

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Retirement Jan 18

Max out your Roth IRA

Take it to the limit: How to maximize your Roth IRA.

Family with a child having financial problems, doing home budgeting, calculating expenses.

Managing Money Oct 20

This is why the 50/30/20 rule didn't work for me

When I was 26, I got a financial wake-up call.

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