The year and the new decade are already busy. Here are some recent articles you might have missed that feature Facet. There’s some great advice about setting financial goals, teaching your kids about money, what to put on your wedding registry, how to invest in yourself and more. They’re all quick reads, enjoy! Unbiased experts … Read moreOur ears have been burning!
By: Brent Weiss, Co-Founder and Chief Evangelist In Part 1 we covered how to balance college savings with your other goals, the best vehicles for college savings, and the five steps you need to take to get the ideal college savings plan started. In part two we are going to hop in the DeLorean and … Read moreCollege savings: putting a price on the priceless—Part 2
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
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
The financial landscape has changed dramatically since the introduction of the 401(k) in 1978. Most workers can no longer rely on or even access employer pensions to fuel the retirement lifestyles they want. But in the world of the YOYO (You’re On Your Own) economy, the 401(k) remains a great saving vehicle and a key … Read morePlan For Your Future On National 401(k) Day
Quick question: How much do you have in your savings account? How much debt do you carry? What’s your plan for paying it off? What’s your plan for retirement savings? Are you using the best kind of account to fit your plan?
We work hard to provide for the ones we love and to enjoy the things that matter most to us. What if I told you there was something, typically inexpensive, that could protect everything you work so hard for?
As a business transformation consultant, I help financial advisory firms evolve by designing and implementing a multi-year plan that targets realistic growth goals and completion of staff and business improvements.
Retirement can feel insurmountable to many of us, who are bewildered by the task of creating a balanced plan. How do we simultaneously save for retirement, a new home and our children’s college tuition, especially if we also have to pay down debt?
Ideally, we should start investing as soon as our first paycheck, to leverage the power of compound interest.