Resource Hub

Free downloadable templates, checklists and learning tracks โ€” built by our editors and used by 210,000 subscribers.

Templates

Budget templates

  • 50/30/20 monthly budget
  • Zero-based budget
  • Sinking funds tracker
  • Debt payoff planner
Try the calculator
Checklists

Financial checklists

  • First-time homebuyer
  • Year-end tax prep
  • New baby financial checklist
  • Small business launch
Get the checklist
Guides

Insurance comparison

  • Homeowners vs renters
  • Term vs whole life
  • Auto liability limits
  • Umbrella policies
Browse guides
Guides

Banking resources

  • HYSA rate tracker
  • Business account picker
  • Wire vs ACH cheat sheet
Browse banking
Guides

Retirement planning

  • Account-funding waterfall
  • Social Security timing
  • Withdrawal strategies
Run the calculator
Learning Center

Investment learning center

  • Investing 101 mini-course
  • ETF selection guide
  • Asset allocation quiz
Start learning
Guides

Homeownership

  • Buying vs renting calculator
  • Closing cost checklist
  • HELOC vs cash-out refi
Browse homeownership
FREE ยท 27-page PDF

Download the Financial Freedom Starter Kit

The exact 27-page playbook our editors use with private-coaching clients โ€” plus every Thursday, the Weekly Money Brief.

  • 50/30/20 budget template + emergency-fund tracker
  • Insurance coverage checklist (business & personal)
  • Debt payoff planner and net-worth worksheet
  • Investing account-funding waterfall cheat sheet
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