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 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
The passive income trap: Why total return is a smarter strategy for 2025
For many investors the appeal of creating passive income from their portfolio is strong. The idea of generating a steady stream of cash flow from income-based investments is intuitively attractive. However, focusing too narrowly on income can often lead to unintended consequences, such as lower long-term growth and tax inefficiencies. A more effective approach for ... Read more
The cautious case for REITs: Why I'm avoiding real estate stocks in 2025.
REITs have long been a popular asset class for income and diversification. However, the current economic landscape presents a challenging combination of headwinds for REIT investors. Here is why we're cautious about REITs today.