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Lending a Hand: An informed buyer’s guide to borrowing and refinancing

Used creatively, debt can be a powerful tool for tax planning, acquisition, liquidity and even investing. You can explore ways to leverage debt to maximum advantage, lending options, and strategies for repayment.
 

In this eBook, you’ll find strategies on:

  • Mortgage loans
  • Home equity loans
  • Student loans
  • 401(k) loans
  • Alternative loan strategies

Individuals | 05.26.2022 | 4 MIN

529 Day: A coach Q&A

Individuals | 05.25.2022 | 2 MIN

3 steps toward financial wellness in 5 minutes or less

Individuals | 05.05.2022 | 3 MIN

Ways to increase or decrease your taxable income

Individuals | 04.19.2022 | 3 MIN

What financial stressors can coaches help you with today?

Individuals | 04.14.2022

Quarterly Investment Update—April 2022

Individuals | 04.08.2022 | 2 MIN

Patrick Cantlay on his keys to success

Individuals | 03.29.2022 | 3 MIN

3 ways to build financial confidence: A financial planning guide for women

Individuals | 03.28.2022 | 2 MIN

Investing in stocks, explained in 6 questions

Individuals | 03.28.2022 | 2 MIN

2021 Retirement Survey & Insights Report

Individuals | 03.16.2022 | 3 MIN READ

A guide to HSAs and FSAs

Individuals | 02.21.2022 | 4 MIN READ

Retirement planning for all ages

Individuals | 02.02.2022 | 2 MIN

2-minute crash-course on the 2021 and 2022 standard deduction

Individuals | 02.02.2022 | 4 MIN

What you need to know about tax deductions and credits

Individuals | 01.28.2022 | 3 MIN

A quick guide to filing your tax return

Individuals | 01.27.2022 | 5 MIN

Discover your tax personality and stress less this tax season

Individuals | 01.26.2022 | 2 MIN

This tax season could be especially challenging, warns the IRS

Individuals | 01.20.2022

Goldman Sachs Q4 2021 Investment Update & 2022 Outlook

Individuals | 01.11.2022 | 2 MIN

Goldman Sachs Investment Strategy Group Outlook 2022: Piloting Through

Individuals | 12.15.2021 | 5 MIN

5-minute guide to keeping your financial resolutions

Individuals | 12.03.2021 | 5 MIN READ

Tax Matters: An executive guide to navigating year-end tax planning

Updated for tax year 2020

Individuals | 11.29.2021 | 2 MIN

2021 Top 5: Most read personal finance articles

Individuals | 11.29.2021 | 2 MIN

2021 Top 5: Most popular personal finance videos

Individuals | 10.26.2021 | 7 MIN

Make a lasting impact: 5 tips for charitable giving

Individuals | 10.12.2021 | 2 MIN

7 steps to prepare for holiday spending and set yourself up for success in 2022

Individuals | 10.07.2021

Goldman Sachs Q3 2021 Investment Update

Individuals | 09.14.2021 | 4 MIN READ

Protect your family’s future with life insurance

Individuals | 08.27.2021 | 3 MIN READ

Annual Enrollment: What to expect when talking with a coach

Individuals | 08.03.2021 | 5 MIN READ

Your annual enrollment to-do list—made easy

Individuals | 07.23.2021 | 4 MIN READ

Four tweaks to make to your retirement plan in 2021

Individuals | 07.21.2021 | 4 MIN READ

Four market trends reshaping how we invest

Individuals | 07.21.2021 | 4 MIN READ

Four market trends reshaping how we invest

Individuals | 07.09.2021

Goldman Sachs Q2 2021 investment update

Individuals | 07.08.2021 | 5 MIN READ

Learn to make stronger financial decisions in 5 minutes

Individuals | 07.02.2021

What COVID taught us about personal finance

Individuals | 06.15.2021 | 5 MIN READ

Reach your goals by creating financial checkpoints

Individuals | 05.25.2021 | 10 MIN READ

7 COVID-19 Personal Finance Myths Debunked

Individuals | 05.17.2021 | 3 MIN READ

4 tips to alleviate—and avoid—financial stress

Individuals | 04.13.2021 | 2 MIN

Potential tax reform under the Biden administration

Individuals | 04.12.2021 | 2 MIN

How to rebuild credit

Individuals | 04.12.2021 | 6 MIN

Saving vs investing: What's the difference?

Individuals | 04.12.2021 | 3 MIN

What's ESG investing and how do I know if it's right for me?

Individuals | 04.09.2021 | 5 MIN

From offer to closing—5 home buying steps to know

Individuals | 04.05.2021 | 3 min

What is risk tolerance and how does it impact my portfolio?

Individuals | 03.18.2021 | 3 MIN READ

Getting organized for tax season: What you need to know

Individuals | 02.26.2021 | 2 MIN

Your guide to retirement accounts

Individuals | 02.11.2021 | 3 MIN

Taxes: Refunds are not always your friend

Individuals | 01.22.2021 | 2 MIN

How a financial plan can benefit your health

Individuals | 12.18.2020 | 2 MIN READ

Use it, don't lose it: Emptying your FSA before year-end

Individuals | 12.17.2020 | 4 MIN READ

Saving for college: A guide to education funding

Individuals | 11.23.2020 | 3 MIN READ

Emergency fund: Why everyone needs a cash reserve

Individuals | 10.29.2020 | 3 MIN READ

The Consumer Sentiment Study: Post-lockdown edition

Individuals | 10.28.2020 | 3 MIN READ

Making the right decisions to reduce your healthcare costs

Individuals | 10.21.2020 | 4 MIN READ

Six questions to ask before making annual enrollment benefits elections

Individuals | 10.13.2020 | 3 MIN READ

Changing domicile during uncertain times: It may not be as easy as you think

Individuals | 10.12.2020 | 1 MIN LENGTH

An introduction to our Financial Wellness offering

Individuals | 09.16.2020 | 3 MIN READ

Retirement: What to expect when talking with a coach

Individuals | 09.09.2020 | 6 MIN READ

CARES Act: Penalty-free withdrawals

Individuals | 09.09.2020 | 6 MIN READ

What you need to know about life insurance

Individuals | 09.08.2020 | 6 MIN READ

How the CARES Act impacts required minimum distributions

Individuals | 09.03.2020 | 6 MIN READ

Wealth transfer strategies for volatile markets

Individuals | 08.13.2020 | 4 MIN READ

How telecommuting from a different state could impact your taxes

Individuals | 08.10.2020 | 4 MIN READ

A 4-minute guide to estate planning

Individuals | 08.06.2020 | 3 MIN READ

RMD FAQs: Eight important facts

Individuals | 07.07.2020 | 2 MIN READ

Thinking about an HSA?

Individuals | 07.01.2020 | 4 MIN READ

Investing in the COVID-19 era

Individuals | 06.02.2020 | 3 MIN READ

COVID-19 financial guidance from Ayco’s Counseling leaders—Part 2

Individuals | 06.02.2020 | 3 MIN READ

COVID-19 financial guidance from Ayco’s Counseling leaders—Part 1

Individuals | 05.28.2020 | 4 MIN READ

Five simple savings strategies everyone should know

Individuals | 05.14.2020 | 7 MIN READ

Key extenders from 2020 legislation

Individuals | 05.07.2020 | 4 MIN READ

How COVID-19 can impact income & estate taxes

Individuals | 05.05.2020 | 4 MIN READ

Close to retirement? Prepare for the transition in an uncertain economy

Individuals | 04.24.2020 | 2 MIN READ

COVID-19 educational refunds and 529s

Individuals | 04.20.2020 | 4 MIN READ

Ayco FAQs during the COVID-19 crisis

Individuals | 04.20.2020 | 2 MIN READ

IRS extends tax filing and payment deadline to July 15, 2020

Individuals | 04.20.2020 | 3 MIN READ

Speaking with a coach during the COVID-19 crisis

Individuals | 04.06.2020 | 5 MIN READ

Time away from work during the COVID-19 crisis: Does it impact your finances?

Individuals | 03.31.2020 | 3 MIN READ

Managing financial stress in times of economic volatility

Individuals | 03.27.2020 | 3 MIN READ

Creating a budget for uncertain times

Individuals | 03.27.2020 | 1 MIN READ

Trusted resources for COVID-19 information

Individuals | 03.24.2020 | 8 MIN LENGTH

Maintaining confidence during a challenging financial climate

Individuals | 03.23.2020 | 2 MIN READ

Six ways to make working from home work for you

Individuals | 02.10.2020 | 3 MIN READ

Household employees and employment taxes: Are you responsible?

Individuals | 02.03.2020 | 3 MIN READ

The SECURE Act's impact on spouses and designated beneficiaries

Individuals | 01.09.2020 | 2 MIN READ

Top five blogs of 2019 for individuals

Individuals | 12.03.2019 | 3 MIN READ

5 things employees need to know about the new draft W-4

Individuals | 10.30.2019 | 5 MIN READ

How can I protect my privacy in real estate transactions?

Individuals | 07.23.2019 | 5 MIN READ

Financial planning and benefit considerations for LGBTQ employees

Individuals | 07.01.2019 | 4 MIN READ

Long-term care insurance: What you need to know

Individuals | 06.14.2019 | 2 MIN READ

Top three reasons to get a Health Savings Account (HSA)

Individuals | 04.24.2019 | 5 MIN READ

Extra cash? Some ideas to consider

Individuals | 04.05.2019 | 5 MIN READ

Do you have a withholding mismatch?

Individuals | 03.29.2019 | 3 MIN READ

Tax "basis" and stock-based compensation

Individuals | 03.15.2019 | 3 MIN READ

How to avoid phishing and identity theft during tax season

Individuals | 03.08.2019 | 3 MIN READ

The top five tax changes for 2018: What you need to know

Individuals | 03.01.2019 | 3 MIN READ

Identity fraud: 10 simple steps to protect yourself

Individuals | 02.22.2019 | 4 MIN READ

Avenues for preparing your taxes

Individuals | 02.15.2019 | 3 MIN READ

Getting organized for 2018 taxes: What you need to know

Individuals | 01.23.2019 | 2 MIN READ

New Year's resolutions: Make smarter financial decisions

Individuals | 01.23.2019 | 2 MIN READ

Top three reasons to get an HSA

Individuals | 01.21.2019 | 3 MIN READ

Using tax losses as a tax strategy: A primer

Individuals | 11.30.2018 | 1 MIN READ

The Tax Cuts and Jobs Act: The top 10 things you need to know

Individuals | 11.20.2018 | 3 MIN READ

Health savings accounts (HSAs)

Individuals | 11.09.2018 | 4 MIN READ

A hurricane season guide to protecting your family and finances

Individuals | 10.08.2018 | 3 MIN READ

Is a 401(k) loan right for you?

Individuals | 09.28.2018 | 3 MIN READ

Countdown to retirement

Individuals | 08.28.2018 | 3 MIN READ

Five steps for improving your credit score

Individuals | 08.20.2018 | 3 MIN READ

Retirement planning at any age

Individuals | 07.26.2018 | 3 MIN READ

Reconsidering protected income strategies

Individuals | 07.24.2018 | 2 MIN READ

Charitable giving by the letter

Individuals | 07.17.2018 | 3 MIN READ

Kids and college–making the right choice

Individuals | 06.22.2018 | 2 MIN READ

Perspectives on 2017 market volatility

Individuals | 05.31.2018 | 3 MIN READ

Financial considerations for the expanding family

Individuals | 05.30.2018 | 4 MIN READ

A guide to paying down your college debt

Individuals | 05.30.2018 | 2 MIN READ

What cryptocurrencies are and what you should know

Individuals | 05.29.2018 | 1 MIN READ

Combining finances with your partner