Financial Planning

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.

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.

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.

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.

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.

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.

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 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.

You’ll probably want to retire somewhere different than where you live right now. Let’s make that part of your retirement plan.

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.