CALL (833) PLAN-EFE
Login
Home > Education

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.

Planning & Investing

Women & Financial Planning

Insurance

Home & Mortgage

Life Events

Market Volatility

Retirement Planning

Tax & Finance

Financial Planning & Investing

  • blue-background-white-piggybanks-lined-up
    Article
    Do you have more money problems than a year ago?
    Read More
  •
    Article
    A lesson from our Founding Father Ben Franklin
    Read More
  •
    Video
    Find out whether you’ll get a stimulus check.
    Read More
Learn More About Financial Planning & Investing

Women & Financial Planning

Learn More About Women & Financial Planning

Insurance

  • older man in wheelchair being pushed by young boy
    Article
    Disability insurance benefits can help protect your top financial asset
    Read More
  • woman-with-cat-at-laptop-in-living-room
    Article
    Consider umbrella insurance for liability protection
    Read More
  • young family of four playing in the backyard
    Article
    Get water and sewer line insurance protection
    Read More
Learn More About Insurance

Home & Mortgage

  • man-and-baby-sitting-in-front-of-home
    Article
    Should I pay off my mortgage?
    Read More
  • man and woman sitting on the floor of an empty room with moving boxes in new home
    Article
    How much house can I afford?
    Read More
  • couple stands in yard looking at house
    Article
    Yes, Even Under the New Tax Law, You Should Still Carry a Big, Long Mortgage
    Read More
Learn More About Home & Mortgage

Life Events

  • 4 college age students studying on laptops
    Article
    These 3 mistakes could derail your college savings plans
    Read More
  • woman-reviewing-notepad-at-her-computer
    Article
    Prepare for a career change today
    Read More
  •
    Video
    Prepare your finances for a job change
    Read More
Learn More About Life Events

Market Volatility

  • person-writing-on-sheet-with-calculator
    Article
    Don't fall into the trap of using mental accounting
    Read More
  •
    Article
    Beware: Fraud and online scams emerge in every crisis
    Read More
  • Money saved in a jar labeled 401k
    Article
    Why You Shouldn’t Stop Contributing to Your 401(k)
    Read More
Learn More About Market Volatility

Retirement & Estate Planning

  • man-embracing-woman-looking-at-sunset-over-water
    Article
    Retirement income strategies you need to know about
    Read More
  • older female sitting on exam table in doctor's office speaking with two female medical professionals
    Article
    Don’t miss these Medicare deadlines
    Read More
  • retired-couple-at-sunset
    Article
    How much will I spend in retirement? Less than you might think
    Read More
Learn More About Retirement & Estate Planning

Tax & Finance

  • rendering-of-scam-letter-in-the-mail
    Article
    How do I know if I’m being scammed?
    Read More
  • cyber-criminal-monitors
    Article
    Identity theft: 10 ways you can lower your risk of being victimized
    Read More
  • image of the United States Congress
    Article
    Don’t pay attention to presidential budget proposals
    Read More
Learn More About Tax & Finance

Schedule Your Free, No Obligation Consultation

Find An Advisor

Quick Links

Our Locations

Education

For Employers

Online Advice

Contact Us

Call: (833) PLAN-EFE

Contact Us

About Us

About Our Company

Team

Pressroom

Careers

Client Logins

Client Mobile App

Edelman Financial Engines Portal Login

Charles Schwab

TD Ameritrade

E.TRADE

Fidelity

Quick Links

Our Locations

Education

For Employers

Online Advice

Contact Us

Call: (833) PLAN-EFE

Contact Us

About Us

About Our Company

Team

Pressroom

Careers

Client Logins

Client Mobile App

Edelman Financial Engines Portal Login

Charles Schwab

TD Ameritrade

E.TRADE

Fidelity

Legal Information

Privacy Policy

Terms of Use

Form CRS

Edelman Financial Engines ADV

Business Continuity

Wrap Fee Brochure

Do Not Sell My Personal Information

The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.