War. Its impact on markets, your money, and your mentality
A global economy means conflicts and economic crises can have ripple effects around the world. Here’s what to know about how war may impact markets, money and your mentality.
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What is a trust and how does it work?
When developing an estate plan, a trust is often considered. There are many benefits to a trust, however, before considering one you should understand what it is, how it works and if the benefits fit your situation.
3 things financial planners wish everyone knew about retirement
We asked over 100 CFP® Professionals at Facet Wealth to share the one thing they wish everyone knew about retirement. Here are the top three secrets they revealed about retirement and how to successfully plan for it.
How much does a financial advisor cost?
The quality and cost of an advisor varies greatly. Here’s how to get the advice you need for a price that works
Aging parents: All the costs you need to know
As parents get older, families need a plan to manage critical financial issues and do what's best for everyone.
Relationships and money: How to make a hard conversation easy
With the right strategy in place, money can become a powerful tool to building the life you and your partner want.
Estate planning basics: The 3 documents everyone needs
The estate planning documents everyone needs: A Will, Power of Attorney, and Advance Medical Directives.
Making a career change? It’s more than just dollars and cents
Go beyond salary and benefits to find a position that aligns with everything that's important to you.
Three secrets to better investment outcomes
Smart investors know that they need three things if they want the best outcome: the right mindset, a diversified portfolio, and a plan.
Why your investment returns are lower than you think
Fees, taxes, and inflation can have a significant effect on your investment returns. Here's how.
The complete guide to retirement planning for every age
No matter where you are in life, there is one constant: thinking and planning for retirement.
Worried about the recent market correction? Here’s what you need to know
What's causing the current stock market volatility? Should you change your investments because of it? Read this first.