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.
Student loan repayment updates: court ruling pauses SAVE plan | Facet
Student loan repayment changes - the latest court ruling pauses the SAVE plan & IDR forgiveness. Learn how it affects you & what to do next.
How our Chief Investment Officer would invest $100,000 windfall.
How would the Facet CIO invest a $100,000 windfall for long-term growth? The answers might help you think about your own investing decisions.
How to file taxes: A comprehensive checklist
Whether you’re filing your taxes for the first time, need a quick refresher, or simply want to optimize the process, understanding how to do taxes is a vital life skill.