Guides & Resources

Discover Finimize guides – simple, to-the-point resources that help our community with everything from personal finance to trading advanced stocks.

Wealth Management

How do wealth managers work?

Managing your own finances can be tricky – that's where wealth managers come in. Our latest guide explains what they do, and helps you decide if one's right for you.


Figuring out your future finances: pensions and retirement

Thinking about (and planning for) your retirement well in advance is key if you want to make it a retreat and not a rout from the world of work.


Investing Like The 1%

Learn how to invest like you too are fancy-schmancy

Listen to us live

Join us at one of our upcoming events and hear from some of the brightest minds and fastest-growing companies in finance.

💸 HQ The Next-Gen Investor

Join this event to learn how to navigate investing in the new world as a next-gen investor. Hear from Guy Hirsch, Managing Director of eToro US, the world's leading social trading and investing app, and Andrew Schrage, CEO of top personal finance and investing website, Money Crashers.

🙌 Community Healthy Financial Habits for Expats

Community hosts Ikiah McGowan and Susan Blaylock will interview guest speaker and entrepreneur Christina, "Cris," Gawlik.

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