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.
The next Fed Chair: How Trump's pick could impact your investments in 2026.
We appear to be getting closer to President Donald Trump making a decision on who he will nominate to be the next Chair of the Federal Reserve. Current Chair Jerome Powell’s term ends in May of 2026, but Trump has said he wants to nominate a replacement “soon.” Recent reporting suggests the search is down ... Read more
The Fed divided: How political pressure shaped the July rate decision.
Although the Federal Reserve took no formal action at its July 30 meeting, this meeting was filled with intrigue. The market expected Fed Chair Jerome Powell to hint at a rate cut in September, but the Chair instead emphasized uncertainty. The job market is showing some signs of slowing, but inflation is probably also on ... Read more
The Complete Guide to the SAVE Plan and Your Options as a Borrower
For the roughly 7.7 million student loan borrowers enrolled in the SAVE plan, the past year has been defined by uncertainty after lawsuits halted the program in June 2024. Before we break down your options, here’s a simple, scannable breakdown of the most critical updates based on guidance from the Department of Education. Your payments ... Read more