Finance & Money

Budgeting tips, saving strategies, and practical money management advice.

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Articles in Finance & Money

Finance & Money

How to Become a Financial Advisor

Decide whether financial advising is right for you., Get a bachelor's degree., Gain some work experience., Look for a...

6 steps 5 min Medium
Finance & Money

How to Be a Debt Collector

Complete your high school diploma or an equivalent., Work in a call center or in customer service., Create a resume...

4 steps 3 min Medium
Finance & Money

How to Become a Loan Originator

Understand what loan originators do., Obtain the proper registration., Consider the skills you'll need to succeed as a...

18 steps 6 min Advanced
Finance & Money

How to Be a Loan Officer

Research the job., Finish high school., Complete a 4-year degree., Develop the right skills for the job., Build...

12 steps 8 min Advanced
Finance & Money

How to Contribute to a Roth IRA

Find the right time to make contributions.Contributions to your Roth IRA on a given year can be made any time during...

7 steps 3 min Medium
Finance & Money

How to Convert IRA to Roth IRA

Earn a regular income., Meet the IRS income requirements., Keep your contribution below maximum eligible contribution...

13 steps 6 min Advanced
Finance & Money

How to Discount Cash Flow

Identify a situation in which you would need to discount cash flows., Determine the value of future cash flows...

11 steps 7 min Advanced
Finance & Money

How to Finance Investment Property

Pull together a down payment., Consider a neighborhood bank., Gather necessary paperwork., Work with a mortgage...

7 steps 3 min Medium
Finance & Money

How to Ask Rich People for Money

Compile a list of donors., Get to know your donors., Find ways to present your organization., Practice your appeal...

11 steps 10 min Advanced
Finance & Money

How to Deduct Closing Costs on Taxes

Obtain an Internal Revenue Service (“IRS”) Schedule A., Determine the amount of real estate taxes you paid., Report any...

7 steps 4 min Medium
Finance & Money

How to Complete a W‐9 Tax Form

Make sure you've got the right form., Complete the basic information in section one., Move on to Part I., Sign and date...

9 steps 5 min Medium
Finance & Money

How to Contact the IRS

Call the toll-free IRS telephone number for individuals if you are calling about a personal tax matter., Use the...

8 steps 1 min Medium
Finance & Money

How to Determine Taxable Income

Identify your earned income., Calculate your unearned income., Choose your filing status., Reduce your income...

11 steps 5 min Advanced

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