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Financial Planning

From your financial goals to getting personalized guidance, learn what effective financial planning looks like.

Featured Articles

Investing in Your 20s: 4 Major Financial Questions Answered

When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.

Checking vs. Savings Account: What’s The Difference?

What are the differences between checking and savings accounts? Learn the pros and cons of each, and find out how you can use them to meet your financial goals.

How Much Money Should You Keep In Your Checking Account?

How much money should you keep in your checking account so you can make the most of your finances? Here’s how you can calculate the right number for you.

Recent Articles

What’s A Checking Account, And How Does It Work?

A checking account is a bank account for your normal money: the cash you might need day to day. Here’s everything you need to know about how they work.

Fighting Financial Guilt In The Era Of Latte Shaming

Don’t let provocative news cycles make you feel bad about buying coffee every morning. You can have your $5 latte and still meet your financial goals, using reverse budgeting.

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.

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.

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