All Stories

Filter By:

What’s New in BrightPlan - Putting Budgeting Front and Center

Achieving Goals

What’s New in BrightPlan - Putting Budgeting Front and Center

Mar 5, 2020 • 4 minute read

Our most recent release brings your budget front and center. Now you can easily stay on top of your...

How Will the Coronavirus Impact Your Portfolio?

Investing

How Will the Coronavirus Impact Your Portfolio?

Feb 27, 2020 • 3 minute read

Global stock markets have fallen significantly this week in response to the spread of the...

How to Increase Your Credit Score

Building Wealth

How to Increase Your Credit Score

Feb 19, 2020 • minute read

Your credit score is a quick way to summarize your creditworthiness. The higher your score, the...

What to Expect (With Your Finances) When You're Expecting

Plan For Life

What to Expect (With Your Finances) When You're Expecting

Jan 29, 2020 • 3 minute read

Five years ago, my wife and I found out we were having our first baby. This thrilling moment in our...

Three common ways to consolidate loans

Financial Wellness

Three common ways to consolidate loans

Jan 17, 2020 • 3 minute read

After deciding debt consolidation may be right for you, you’re left with one more decision. Just...

When does debt consolidation make sense?

Financial Wellness

When does debt consolidation make sense?

Jan 15, 2020 • 3 minute read

Debt consolidation is very popular these days. Every lender seems to want a crack at repackaging...

What is Debt Consolidation?

Financial Wellness

What is Debt Consolidation?

Jan 10, 2020 • 3 minute read

Imagine staring down multiple student loans, a few credit cards, and a car loan. Each loan has a...

Your 2019 Year-End Financial Checklist

Building Wealth

Your 2019 Year-End Financial Checklist

Dec 3, 2019 • 4 minute read

Do you like “Year-End” lists? Best movies of the year, top songs, cutest animals. We like lists...

Getting the Most out of Your ESPP Part 2: Tax Considerations

Building Wealth

Getting the Most out of Your ESPP Part 2: Tax Considerations

Nov 21, 2019 • 4 minute read

In Part 1, we learned ESPP lingo, how the discount works, and contribution considerations. Now,...