Facet Blog
Stock Market 101
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® & Chief Financial Officer Lisa Rapuano What it is, how it works, and
5 Money Moves for Professionals Making 6 Figures
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® Reaching a New Level of Income Requires a New Level of Planning
Your Money AND Your Life
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® The Truth Behind the Meaning of Money Key Takeaways: Money is rooted
The Psychology of Financial Planning
By Co-Founder & Chief Evangelist Brent Weiss, CFP®, ChFC® The Missing Link to Living Well The CFP Board, the governing body
Ask Us Anything: Marginal vs. Effective Taxes
It may sound wonky, but the difference matters, especially to a financial planner. Check out the video to learn the difference and see how your marginal tax rate can help you choose the best type of retirement plan.
Ask Us Anything: Capital Gains & Your Taxes
By Brent Weiss, CFP®, ChFC® The capital gains on stocks, mutual funds, and other investments can have a huge effect on
Ask Us Anything: Backdoor Roth IRAs
By Brent Weiss, CFP®, ChFC® If your income is too high to take advantage of a conventional Roth IRA, or you’d
Ask Us Anything: Top Tax Filing Mistakes
By Brent Weiss, CFP®, ChFC® Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes,
Tax Moves to Make Before the New May 17 Deadline
The IRS recently announced that the due date for filing your 2020 tax return has been moved from April 15 to May 17, 2021. If you’re suddenly feeling a sense of deja vu, it’s justified: last year the IRS moved the deadline for filing your 2019 tax return from the normal April 15 to July 15.