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.
Could stocks be set to decline in 2025?
Could a surprise recession, new White House policies, or a bursting AI bubble cause a bear market in 2025? While we can't know the future, there are some ways Facet is playing defense against these risks.
Fed keeps rates on hold in January, but uncertainty remains high
While the Fed held rates steady, the post-meeting press conference had plenty of fireworks. Between questions about Fed independence, to tariffs, to future rate cuts, the Fed gave investors plenty to think about. Here’s our take on what was said and what it means for your money.
Backdoor Roth IRA: What it is and how to do it
Learn what a backdoor Roth IRA is, how it works, and what you need to know to determine if this strategy is right for you.