The Basics
New to financial planning and not sure where to start? The Basics have you covered.
What does psychology have to do with financial planning?
How can I get financially healthy?
Do I need a financial planner?
Financial professional titles: What's the difference and why does it matter?
What questions should I ask before working with a financial advisor?
What do I need to know before I start investing?
Grow Your Knowledge
Financial planning shouldn't be complicated. Learn how we approach personal finance through our library of free articles, deepen your financial literacy, and get answers to your most important questions.
Unlocking the potential of your 401(k): Tax benefits, contributions, and investment strategies.
401(k) plans are retirement accounts established by companies, offering substantial tax benefits and flexibility. These accounts provide a secure avenue for employees to save for their future, ensuring financial stability during retirement. For most workers, they are the backbone of their retirement strategy. Whether you are enrolling in a new plan, on your way to ... Read more
A year-end financial checklist: 2025 complete guide.
The end of the year is a time to make critical planning decisions for your taxes, investments, and savings. It’s also a time to reflect on the previous year and consider what may change in the year ahead. Now is the time to create a personalized and proactive strategy that dynamically evolves to meet your ... Read more
Will mortgage rates keep falling in 2026? A forecast & analysis
Mortgage rates have finally dipped below 7%, but will they keep falling in 2026? This analysis dives into the three key economic scenariosāfrom a steady economy to a full recessionāthat will determine the Federal Reserve's path on future rate cuts. We break down what it would take to see 5% mortgage rates, what could send them back to 7%, and what the new 50-year mortgage proposal could mean for homebuyers.