WealthPulse.
Savings guide

The order to save money in

A sequence that avoids the two most expensive mistakes: no cushion, and unclaimed employer money.

Start with one month of expenses

Enough to absorb a car repair or a deductible without reaching for a credit card. Anything larger can wait; anything smaller leaves you exposed.

Then capture the full employer match

A 50% match is a 50% immediate return. Nothing else available to a normal saver competes with that, which is why it comes before debt payoff.

Then clear high-interest debt

Card debt above roughly 15% is very hard to out-earn. Paying it is a guaranteed, tax-free return equal to the interest rate.

Then complete the emergency fund

Three to six months of essentials for stable income, more if your earnings are variable or seasonal.

Then invest for the long term

Tax-advantaged accounts first, then taxable. At this point the order matters far less than the consistency.

Run the numbers

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Estimates, not advice. Every figure here is produced from the inputs you enter and the formula printed on the page. Rules differ by state, carrier, lender and contract, so use these numbers to prepare for a conversation with a qualified professional rather than to replace one. See our full disclaimer.