Articles under “Planning & taxes”

Are you living a healthy financial life? These posts arm you with knowledge to better manage your finances and minimize your taxes.

Comparing the Wealthfront Portfolio Line of Credit to a Traditional Home Equity Line of Credit

When we launched our Portfolio Line of Credit in April of 2017 our goal was to deliver an easy way for our clients to access cash at a low interest rate for large expenses they need to cover in the near term. We got a number of calls from our home owning clients wanting to

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Taking On Your Taxes

At Wealthfront, one of our goals is to help our clients be prepared for tax season as early as possible. However, if you’re like the 20% of Americans who filed their taxes last in April, you might be feeling a bit anxious if you’ve once again put them off.

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The Tax Cuts and Jobs Act: What You Need to Know

President Trump signed the Tax Cuts and Jobs Act (TCJA) into law on December 22, 2017 with most provisions becoming effective January 1, 2018. Ultimately, how the TCJA impacts each individual depends on which state you live in, your household income, how you earn your income, your family size, whether you own a home and

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Your 2017 Year-End Personal Finance Checklist

As the year comes to end, most of us are thinking about the holidays — the shopping, the parties, the travel. It’s human nature to get distracted and place thinking about your personal finances on hold.

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