Consumer Financial Protection Bureau
Trust through transparency
Sources & Methodology
See the official guidance and research behind our lessons, calculators, readiness reviews, and planning rules.
Official first
We prioritize government agencies, regulators, and primary research.
Limits stay visible
Sources inform education and estimates; they don't remove household-specific assumptions.
Reviewed over time
Annual planning policies include verification dates so changes can be reviewed deliberately.
8 official sources
- Open official source (opens another site)
- Open official source (opens another site)
Consumer Financial Protection Bureau
Mortgage servicer rules and extra principal payments
- Open official source (opens another site)
FINRA
Concentration risk
- Open official source (opens another site)
Internal Revenue Service
Publication 527: Residential Rental Property
- Open official source (opens another site)
Internal Revenue Service
Publication 936: Home Mortgage Interest Deduction
- Open official source (opens another site)
Investor.gov
Diversify your investments
- Open official source (opens another site)
Investor.gov
Introduction to investing and compound growth
- Open official source (opens another site)
Investor.gov
Real Estate Investment Trusts