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Beginning with your next bill, your fee will be debited annually from your account managed by Facet. You do not need to take any further action. Thank you again for choosing Facet.

Because you’ve chosen to continue having your Facet fees charged to your credit card, there will be no changes to your account billing. You do not need to take any action at this time. Thank you again for choosing Facet.

Grow Your Knowledge

We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.

The Mega Backdoor Roth 401(k): A supercharged retirement strategy

A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more

5 Min Read

How lower interest rates affect your money and what you should do now

The Federal reserve just lowered interest rates for the first time since early 2022, and all signs point to additional interest rate cuts in the months ahead. But how low will they go? More importantly, what do lower interest rates mean for your money and what actions, if any, should you be taking today? With ... Read more

4 Min Read