The one number that can change your financial life

The one number that can change your financial life By Brent Weiss When I worked as a CERTIFIED FINANCIAL PLANNER™ (CFP®), I realized something: one small number could have a profound effect on my clients’ financial lives, their financial futures, and their sense of well-being and peace of mind. In fact, that number was really … Read moreThe one number that can change your financial life

College savings: putting a price on the priceless, part 1

By: Brent Weiss, Co-Founder and Chief Evangelist Higher education is always marketed as invaluable, but there’s a very real price tag. Every year the price of higher education goes up, and it’s easy to feel like you’re always a step behind with saving. We know. But there are ways to make it just a little … Read moreCollege savings: putting a price on the priceless, part 1

3 Important Insights for Employees as Open Enrollment Season Kicks Off

The 2020 open enrollment period for health insurance coverage and ancillary benefits has officially begun, running from Nov. 1 through Dec. 15 in most states. These three insights will ensure that you’re making the most of the open enrollment season, an excellent annual opportunity to secure your financial wellness both today and in the future. … Read more3 Important Insights for Employees as Open Enrollment Season Kicks Off