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.
6 official sources
- Open official source (opens another site)
- Open official source (opens another site)
Consumer Financial Protection Bureau
My savings rule to live by
- Open official source (opens another site)
Financial Industry Regulatory Authority
Investment goals
- Open official source (opens another site)
Investor.gov
Asset allocation and time horizon
- Open official source (opens another site)
Investor.gov
Beginner's guide to asset allocation
- Open official source (opens another site)
U.S. Department of Labor
Retirement savings toolkit