Financial Planning
From your financial goals to getting personalized guidance, learn what effective financial planning looks like.
Should I Speak With A Financial Advisor?
As a robo-advisor, we give you automated advice that’s accessible through our website and mobile app. We also have a team of CERTIFIED FINANCIAL PLANNER® professionals who can help answer your burning financial questions.
Funding a Safety Net: Calculate Your Target Amount
Don’t know how much to set aside for emergencies? Don’t let uncertainty stop you from saving. We’ll help you figure out how much you should save so that you can feel prepared.
Plan Ahead When Saving For Vacations
We’ll help you plan and save so you can stress less about your bank account while you’re on the beach, on top of a mountain, or wherever else your travels take you.
Should I Own Stock in the Company Where I Work?
Buying company stock at a discounted price can be worthwhile—if you remember to diversify as soon as possible. The answers to these four questions can help you make your decision.
10 Financial To-Dos Before Your First Wedding Anniversary
Planning your financial life with your spouse can be very stressful. Here are ten considerations you should talk about before reaching your first anniversary.
The 3 Estate Planning Documents Everyone Should Have
The best thing you can do for your future self and your loved ones is prepare for the worst. Create your estate plan with these three essential documents.
5 Finance Books That Can Help You Get it Together
Ever wondered what’s on our bookshelf? We share five finance books that we love, because we’re sure they can help you on your journey to become a smarter investor.
Reducing Your Biggest Retirement Expense: Where You Live
You’ll probably want to retire somewhere different than where you live right now. Let’s make that part of your retirement plan.
Forget Your Resolution. Ask Yourself How You’ll Fail in 2019 Instead
Instead of setting a New Year’s resolution, try taking a different approach. Try considering what you could do to destroy your resolution in order to help reveal potential pitfalls so you can safeguard against them.
Is Financial Planning Different For Women?
For many women, financial planning is a daunting task that poses risk in the long term if overlooked.
How You Can Reach Your Investment Goal—Even When You Veer Off-Track
We highlight all of the intelligent strategies we use to help protect you from market downturns as you approach the target dates for your goals—and discuss the actions you can take if your goals become off-track.
Lifestyle Creep: The Biggest Threat to Financial Planning
Lifestyle creep can severely impact financial planning by spending more income over time than we plan on saving.
How I Managed My Financial Goals When I Got Married
There are many different ways to manage money as a couple. The key is to have open communication, sooner rather than later.