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United States guides

Understand how the numbers work โ€” then run them with the matching free calculator.

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Guide ยท 8 min

How to save for retirement in the US

Your 2026 roadmap to retirement saving โ€” how much you need (the 4% rule), 401(k) and Roth IRA limits, the employer match, and the order to fund accounts.

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Guide ยท 7 min

401(k) vs Roth IRA: which comes first?

A plain-English 401(k) vs Roth IRA comparison for 2026 โ€” pre-tax vs after-tax, contribution limits, the employer match, income phase-outs, and how to fund both.

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Guide ยท 6 min

How to calculate your US take-home pay

A plain-English guide to how US take-home pay is worked out in 2026 โ€” federal income tax, FICA, pre-tax deductions and how to estimate your net paycheck.

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Guide ยท 7 min

How much house can you afford?

Understand the 28/36 rule lenders use, how down payment, debts and rates change your budget, and how to estimate the home price you can realistically afford.

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Guide ยท 7 min

Should you refinance your mortgage?

A plain-English guide to mortgage refinancing โ€” how the break-even point works, when a refinance pays off, rate-and-term vs. cash-out, and the closing costs.

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Guide ยท 8 min

How mortgage payments work

A plain-English guide to how a US mortgage payment is built โ€” the four parts of PITI, how amortization shifts interest to principal, and what lowers it.

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Guide ยท 8 min

Capital gains tax explained

A plain-English guide to US capital gains tax in 2026 โ€” the one-year holding rule, the 0%/15%/20% brackets, the 3.8% NIIT, and how losses offset gains.

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Guide ยท 9 min

How US student loan repayment works in 2026

The 2026 federal student loan rules โ€” the new Repayment Assistance Plan (RAP), Tiered Standard, PSLF, and when refinancing helps or hurts.