Family Financial Planning Resources

Looking to cash out your home equity but not sure the best tool to leverage? Read on to learn why Truehold's sale-leaseback is your best option.

Don't let common myths about home equity hold you back. Learn the truth and discover ways to unlock your equity without taking on debt.

Short-term goal setting is crucial to your financial success. Read to learn how to set short-term financial goals that will help you financially succeed.

There are many different reasons and ways in which people invest their money. Read on to learn about investment plans and how to create one.

Learning how to track spending effectively is a crucial step on your road to financial wellness. So, read on for some proven tracking strategies

It’s never too early to begin planning for retirement, but it can be too late. Read on to learn how to start financial planning for retirement

Looking for ways to navigate college financial planning and empower your child's future? Read on to learn how to financially plan for college

There are many different reasons and ways in which people invest their money. Read on to learn which kind of investments work for you.

Estate planning is becoming increasingly common among young people. Keep reading to learn more about estate planning and its benefits.

Budgeting can help you get one step closer to achieving long-term financial goals. Keep reading for all our tips on how to start a budget.

If you’re looking for ways to be financially independent, setting a long-term financial goal is a critical first step. Read on to learn more.

Increasing your net worth can help you reach more of your long-term financial goals. Keep reading for tips on how to grow your net worth.

What's the difference between a Sale-Leaseback, a REFI, and a Reverse Mortgage? Here's how they compare.

Looking for some ways to save some money as a family? Read on for 8 easy steps to help your family out with your finances!

You can practice financial planning & wealth building by using assets you own, like your home! Learn how to utilize your home equity for wealth creation.

Since financial planning is a tedious process, you may benefit from creating a checklist. Learn how to stay on top of your financial goals with these tips.

Monitoring your family’s finances is essential, but can be a complex process. Read on to learn how you can break your family financial plans into simple, manageable steps!

Millions of Americans lost their jobs during the Covid-19 pandemic. What can you do to improve your financial health after significant, unpreventable setbacks?

Inheriting a house is an incredible opportunity. It sometimes, however, requires taking on unforeseen debt. How can you have the best of both worlds—live in a house without taking on an unmanageable mortgage payment? 

It’s impossible to predict the future, so sometimes we end up regretting past decisions. If you bought a house that isn't working for you, how can you get out of your mortgage and buy a new home?

Few life events are more exciting than building your dream home. Living in transitional housing while it’s under construction, however, can be aggravating. 

With the economy fluctuating, homeowners are looking for ways to unlock their home equity fast. But what if you aren’t ready to move right away?

The pandemic disrupted many homeowner’s financial security. But what options exist to get back on your feet?

Discover how much a homeowner in the United States pays for the average homeowner maintenance cost and how to lower your annual housing expenses

If you're thinking it might be time to cash out your 401(k), be sure to ask yourself these questions to set yourself up for a relaxing retirement.

Is moving to a new home on your mind? Whatever your reason may be, you want to be confident in your decision.

Selling your home is a big decision tied to an enormous life disruption. We recommend asking yourself the following questions to guide this process.

Homeownership is great, but also expensive. However, renting provides a little more freedom. Read on to learn about the cost of owning a home vs. renting.

With mortgage rates increasing again, how do these higher interest rates affect homeowners looking to buy or sell their home? Read on to learn more.

For many homeowners, property taxes are among the most financially draining expenses. Here are 8 steps you can take to lower property taxes this year.

With temperatures dropping, your energy bill is rising. Here are our strategies to help you cut heating costs and conserve energy at home.

When it comes to unlocking your home equity, the options can seem overwhelming. Until recently, there have been three main methods: cash-out refinancing, a home equity line of credit, or a home equity loan. Truehold's Sale-Leaseback adds a fourth option for you to consider.

After years of sharing finances, it can be challenging to determine a fair distribution of assets, including the largest asset of all: your home. With so much financial and sentimental value at stake, how do you divide a home?

To decide which Medicare plan is right for you, it's important to understand the different costs associated with each. Here is a breakdown of standard costs you can expect.

The annual election period for Medicare and Medicare Advantage opens October 15 and runs through December 7. We break down the differences between the two main ways to get Medicare. 

Wondering what the available options are when facing foreclosure? We've got you covered! Read on to learn of the different alternatives.