There are many things we learn in school; the format of an essay, a2 + b2 = c2, and American history, to name a few topics. However, the curriculum seems to consistently skip how to build your savings, how to pay off a debt, or how to invest for your future. Google has thousands of resources on these topics, and we have compiled some of the best for you and your future generations. It is never too early to start thinking about your financial health!
Are you a current client? Interested in a more in-depth guide for your next generation? We are happy to provide further education on important financial topics. Please give our office a call at 425.646.6777 to learn more. Also, check out our Lifetime Planning page to read about our Family Financial Education service.
Skip to: Budgeting & Debt Management | Investing | Other Things to Consider | Recommended Books
What Does it All Mean?
- Financial Term Dictionary
- From "A-B trust" to "ZZZZ Best"!
- 401(k) Plans: What Are They, How They Work
- What is a Roth 401(k)?
- A quick, 5-minute read to compare traditional 401(k) plans, Roth 401(k) plans, and Roth IRAs.
- Bonds vs. Stocks: A Beginner's Guide
- Federal Income Tax
- Read this guide to learn anything and everything about federal income tax. What is the money used for? What are the top tax-filing mistakes?
Planning 101: Budgeting & Debt Management
- Budgets: Everything You Need to Know
- Try out the Paul R. Ried Financial Group, LLC Lifestyle Analysis worksheet!
- Repaying Student Loans 101
- How to Pay Off Student Loans Fast: 7 Strategies for 2025
- The Complete Homebuying Guide
- Buying vs. Leasing a Car
- Buying a Used Car From a Dealer
Planning 102: Investing
- Investing: An Introduction
- What is Compound Interest?
- "Learn how compound interest works, how it's calculated, and how to take advantage of this simple yet phenomenal concept to maximize your investments."
- Why You Should-and Should Not-Max Out Your 401(k) Contribution
- Find That Lost Retirement Account
- Don't Be Your Own Worst Enemy
Planning 103: Other Things to Consider
- 9 Benefits of Having a Good Credit Score
- What to Look for in Personal Finance Apps
- There is an app for everything; use this 3-minute read to help narrow the field to the best personal finance apps.
- 7 Best Online Will Makers of 2025
- Insurance Needs Assessments
Recommended Books
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