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.
How to spot a private investment scam: A real-life due diligence guide.
The world of private investing can be challenging. There are some good investment opportunities out there, but there are also a lot of overly optimistic claims, false promises, and even outright scams. We happened to uncover an alleged scam when a Facet member asked us if they should invest in a certain private investment opportunity. ... Read more
Are you leaving money on the table? Why financial planning and taxes should be managed as one.
Does this sound familiar? It’s that time of year again. The mailbox starts filling up with envelopes marked “Important Tax Document Enclosed.” You start a frantic search for receipts, log into a dozen different accounts to download statements, and feel a growing sense of unease. All kinds of questions come up. Did you sell any ... Read more
Worried about a recession and an AI bubble? Why you shouldn't sell your stocks.
There’s a lot for investors to worry about right now. I’m pretty worried that a recession could be on the horizon. Job growth has recently slowed rapidly, while consumer confidence remains low, and tariffs are just starting to have an effect. Meanwhile, the stock market is trading near all-time highs. I’ve got some concerns that ... Read more