Articles by Dan Carroll

Oh, the Places You’ll Go!

Get a job, work there for a few decades, retire at 62 and then reward yourself with travel. Does that sound like you?

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An Upgraded Path to College

Last year, we added the ability for our clients with a 529 savings account to build a savings plan for their child’s future college expenses. We’ve spent time improving the service, so today we’re excited to open this feature to all clients – not just those with a 529 account!

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Your Path to Homeownership

If you’ve never owned a home, you’ve probably spent some time thinking about what you’d love to have someday. And if you already own a house, a growing family might mean it’s time to consider something bigger.

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Path Gets Smarter (again!)

Earlier this year we launched Path, our financial planning solution, because we believe software can do a better job of understanding where you are today and helping you get to where you want go in the future. We also believe financial planning should be easy and accessible.

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