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Welcome to the Education Center

Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

Financial Planning & Investing

  • Article
    How the Payroll Tax Holiday Could Affect You
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  • Married couple looking at laptop discuss financial savings
    Article
    Your Savings: How Much Is Enough?
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  • Graphic of man carrying sled full of presents
    Article
    Year-End Financial Checklist
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Insurance

  • Ric Edelman explains the types of long term care insurance and which is right for you
    Video
    The Three Types of Long-Term Care Insurance
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  • Ric Edelman explains the surprising cost of long term care
    Video
    The Shocking Cost of Long-Term Care
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  • An employer life insurance policy
    Article
    There’s No Good Excuse for Neglecting This Financial Step
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Home & Mortgage

  • couple stands in yard looking at house
    Article
    Yes, Even Under the New Tax Law, You Should Still Carry a Big, Long Mortgage
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  • Young parents with child hold a play roof over their heads
    Article
    What You Should Know About Your Home Insurance Before a Disaster
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  • Edelman Financial Engines Decorative Triangle Background
    Article
    The Role of a Real Estate Agent
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Life Events

  • College students at an ivy league school
    Article
    Why Turning Down All 8 Ivy League Schools is Brilliant
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  • A list of potential baby boy names
    Article
    Why Naming Your Baby After Yourself Is a Bad Idea
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  • Drawing of a family represented by activity icons
    Article
    When Did Parenting Become a Competitive Sport?
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Retirement & Estate Planning

  • social security card inside us bills
    Article
    When Should You Take Social Security?
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  • Young couple with older parents on dock
    Article
    What You Need to Know If You're an Estate Executor
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  • Article
    What Are the Tax Implications of IRAs?
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Tax & Finance

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