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7 Reasons to Choose a Goals-Based Financial Plan

Achieving Goals

7 Reasons to Choose a Goals-Based Financial Plan

Jun 29, 2020 • 5 minute read

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...

Automate Your Investing With Dollar Cost Averaging

Investing

Automate Your Investing With Dollar Cost Averaging

Jun 1, 2020 • 3 minute read

When you look at the numbers, it’s tough for the average American looking to invest.

What’s New in BrightPlan - Smart Budget Got Smarter

Achieving Goals

What’s New in BrightPlan - Smart Budget Got Smarter

May 22, 2020 • 4 minute read

Last Fall we launched Smart Budget, an automated budgeting solution designed to help you gain...

Six ways the CARES Act can help you financially

Six ways the CARES Act can help you financially

Apr 29, 2020 • 4 minute read

The $2 trillion Coronavirus Aid, Relief and Economic Security (CARES) Act is a welcomed relief for...

Three ways to make the most of your Recovery Rebate check

Financial Wellness

Three ways to make the most of your Recovery Rebate check

Apr 9, 2020 • minute read

91% of American families are estimated to receive a check from the US government as part of the $2...

Am I eligible for the $1,200 Recovery Rebate?

Financial Wellness

Am I eligible for the $1,200 Recovery Rebate?

Apr 7, 2020 • 3 minute read

Millions of Americans will soon be receiving cash support from the government as part of the $2...

My company stock price is down. Is an ESPP still worth it?

Investing

My company stock price is down. Is an ESPP still worth it?

Apr 5, 2020 • 3 minute read

An ESPP (short for Employer Stock Purchase Plan) is a super valuable benefit offered by your...

My company stock price is down. What should I do with my RSUs?

Investing

My company stock price is down. What should I do with my RSUs?

Apr 4, 2020 • 3 minute read

Many clients with Restricted Stock Units (RSUs) are looking at a lower stock price right now and...

The Ultimate Checklist to Improving Your Finances — and Your Mental Well-Being

Building Wealth

The Ultimate Checklist to Improving Your Finances — and Your Mental Well-Being

Mar 31, 2020 • 5 minute read

Financial health is so intimately connected to mental well-being. This checklist can show you how...

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