Finance Strategists

Top Terms
Bankruptcy

Budget

Certified Financial Planner (CFP)

Fee-Only Financial Advisor

Fiduciary Financial Advisor

Financial Advisor Cost

Financial Advisor Types

Financial Advisory Services

Financial Literacy

Financial Plan

How to Find a Financial Advisor

Independent Financial Advisor

Personal Finance

Registered Investment Advisors (RIA)

Robo-Advisor
Top Locations
Financial Advisor New York, NY

Financial Advisor Chicago, IL

Financial Advisor Phoenix, AZ

Financial Advisor San Antonio, TX

Financial Advisor Dallas, TX

Financial Advisor Los Angeles, CA

Financial Advisor Houston, TX

Financial Advisor Philadelphia, PA

Financial Advisor San Diego, CA

Financial Advisor San Jose, CA

All Financial Advisor Locations
Top Terms
Annual Percentage Rate (APR)

Annual Percentage Yield (APY)

Anti-Money Laundering (AML)

Automated Clearing House

Bank Statement

Banking Fees

Banks vs Credit Unions

Central Bank

Certificate of Deposit (CD)

Credit Report

Credit Score

FDIC

Interest Rate

Overdraft Fee

Private Banking
Top Locations
Banks And Credit Unions New York, NY

Banks And Credit Unions Chicago, IL

Banks And Credit Unions Phoenix, AZ

Banks And Credit Unions San Antonio, TX

Banks And Credit Unions Dallas, TX

Banks And Credit Unions Los Angeles, CA

Banks And Credit Unions Houston, TX

Banks And Credit Unions Philadelphia, PA

Banks And Credit Unions San Diego, CA

Banks And Credit Unions San Jose, CA

All Banking Locations
Top Terms
Beneficiary

Escheatment

Estate Administration

Estate Planning Cost

Executor

Intestate

Per Stirpes vs Per Capita

Power of Attorney

Prenup vs Postnup Agreements

Probate

Revocable vs Irrevocable Trust

Stepped-Up Basis

Trustee

Types of Trusts

Will
Top Locations
Estate Planning Lawyer New York, NY

Estate Planning Lawyer Chicago, IL

Estate Planning Lawyer Phoenix, AZ

Estate Planning Lawyer San Antonio, TX

Estate Planning Lawyer Dallas, TX

Estate Planning Lawyer Los Angeles, CA

Estate Planning Lawyer Houston, TX

Estate Planning Lawyer Philadelphia, PA

Estate Planning Lawyer San Diego, CA

Estate Planning Lawyer San Jose, CA

All Estate Planning Locations
Top Terms
Annuity

Auto Insurance

Business Insurance

Health Insurance

Indexed Universal Life Insurance

Insurance Planning

Life Expectancy

Life Insurance

Long-Term Care Insurance

Medicaid

Medicare

Property and Casualty Insurance

Term vs Whole Life Insurance

Types of Annuities

Underwriter
Top Locations
Insurance Broker New York, NY

Insurance Broker Chicago, IL

Insurance Broker Phoenix, AZ

Insurance Broker San Antonio, TX

Insurance Broker Dallas, TX

Insurance Broker Los Angeles, CA

Insurance Broker Houston, TX

Insurance Broker Philadelphia, PA

Insurance Broker San Diego, CA

Insurance Broker San Jose, CA

All Insurance Broker Locations
Top Terms
Applicable Federal Rate

Appraisal Costs

Collateral

FHA Loan

Fannie Mae

Freddie Mac

Home Equity Line of Credit

Line of Credit

Line of Credit Interest Rates

Loan to Value Ratio

Mortgage Approval

Mortgage and Lending Terms

Underwriting Process

Unsecured Loan

Warranty Deed
Top Locations
Mortgage Broker New York, NY

Mortgage Broker Chicago, IL

Mortgage Broker Phoenix, AZ

Mortgage Broker San Antonio, TX

Mortgage Broker Dallas, TX

Mortgage Broker Los Angeles, CA

Mortgage Broker Houston, TX

Mortgage Broker Philadelphia, PA

Mortgage Broker San Diego, CA

Mortgage Broker San Jose, CA

All Mortgage Broker Locations
Top Terms
401(k)

Catch-up Contributions

Contribution Limits

Defined-Benefit Plans

Defined-Contribution Plans

Financial Planning for Retirement

Individual Retirement Account (IRA)

Pensions

Profit Sharing Plan

Qualified Retirement Plans

Required Minimum Distribution

Retirement Advisor

Retirement Income Planning

Roth IRA

Social Security
Top Locations
Retirement Planning New York, NY

Retirement Planning Chicago, IL

Retirement Planning Phoenix, AZ

Retirement Planning San Antonio, TX

Retirement Planning Dallas, TX

Retirement Planning Los Angeles, CA

Retirement Planning Houston, TX

Retirement Planning Philadelphia, PA

Retirement Planning San Diego, CA

Retirement Planning San Jose, CA

All Retirement Locations
Top Terms
1035 Exchange

501(c)(3) Organizations

Business Entity

Capital Gains Tax

Estate Tax

Gift Tax

Gross Annual Income

Individual Federal Income Taxes

Internal Revenue Service (IRS)

Tax Brackets

Tax Consultants

Tax Planning

Tax Risk Management

Taxes

Wash-Sale Rule
Top Locations
Tax Services New York, NY

Tax Services Chicago, IL

Tax Services Phoenix, AZ

Tax Services San Antonio, TX

Tax Services Dallas, TX

Tax Services Los Angeles, CA

Tax Services Houston, TX

Tax Services Philadelphia, PA

Tax Services San Diego, CA

Tax Services San Jose, CA

All Tax Services Locations
Top Terms
Asset Allocation

Asset Management

Assets Under Management

Bonds

Cryptocurrency

Diversification

Exchange Traded Fund (ETF)

Financial Ratios

Investment Advisory

Investment Management

Investment Risk

Investments

Mutual Fund

Stocks

Valuation
Top Locations
Wealth Management New York, NY

Wealth Management Chicago, IL

Wealth Management Phoenix, AZ

Wealth Management San Antonio, TX

Wealth Management Dallas, TX

Wealth Management Los Angeles, CA

Wealth Management Houston, TX

Wealth Management Philadelphia, PA

Wealth Management San Diego, CA

Wealth Management Jose, CA

All Wealth Management Locations

Find Retirement Planning Near You

West

Midwest

South

Northeast

Fact Checked

At Finance Strategists, we partner with financial experts to ensure the accuracy of our financial content.

Our team of reviewers are established professionals with decades of experience in areas of personal finance and hold many advanced degrees and certifications.

They regularly contribute to top tier financial publications, such as The Wall Street Journal, U.S. News & World Report, Reuters, Morning Star, Yahoo Finance, Bloomberg, Marketwatch, Investopedia, TheStreet.com, Motley Fool, CNBC, and many others.

This team of experts helps Finance Strategists maintain the highest level of accuracy and professionalism possible.

Why You Can Trust Finance Strategists

Finance Strategists is a leading financial education organization that connects people with financial professionals, priding itself on providing accurate and reliable financial information to millions of readers each year.

We follow strict ethical journalism practices, which includes presenting unbiased information and citing reliable, attributed resources.

Our goal is to deliver the most understandable and comprehensive explanations of financial topics using simple writing complemented by helpful graphics and animation videos.

Our writing and editorial staff are a team of experts holding advanced financial designations and have written for most major financial media publications. Our work has been directly cited by organizations including Entrepreneur, Business Insider, Investopedia, Forbes, CNBC, and many others.

Our mission is to empower readers with the most factual and reliable financial information possible to help them make informed decisions for their individual needs.

Quick Links

Contact Us

Privacy Policy

Terms of Use

Disclosure

FAQs

Sitemap

Organization

Finance Strategists

(213) 536-9984

5550 Tech Center Drive
Colorado Springs,
CO 80919

Finance Strategists

DISCLAIMERS

Finance Strategists has an advertising relationship with some of the companies included on this website. We may earn a commission when you click on a link or make a purchase through the links on our site. All of our content is based on objective analysis, and the opinions are our own.

Content sponsored by 11 Financial LLC. 11 Financial is a registered investment adviser located in Lufkin, Texas. 11 Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 11 Financial’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

For information pertaining to the registration status of 11 Financial, please contact the state securities regulators for those states in which 11 Financial maintains a registration filing. A copy of 11 Financial’s current written disclosure statement discussing 11 Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from 11 Financial upon written request.

11 Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 11 Financial’s website or incorporated herein, and takes no responsibility therefor. The articles and research support materials available on this site are educational and are not intended to be investment or tax advice. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Facebook Instagram Twitter

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.

Find Retirement Planning Near You

West

Alaska

Arizona

California

Colorado

Hawaii

Idaho

Montana

Nevada

New Mexico

Oregon

Utah

Washington

Wyoming

Midwest

Illinois

Indiana

Iowa

Kansas

Michigan

Minnesota

Missouri

Nebraska

North Dakota

Ohio

South Dakota

Wisconsin

South

Alabama

Arkansas

Delaware

Florida

Georgia

Kentucky

Louisiana

Maryland

Mississippi

North Carolina

Oklahoma

South Carolina

Tennessee

Texas

Virginia

West Virginia

Northeast

Connecticut

Maine

Massachusetts

New Hampshire

New Jersey

New York

Pennsylvania

Rhode Island

Vermont