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.

Understanding Your Path to Retirement

Have you ever thought that you’re too young or too busy to think about retirement? If that sounds familiar, you’re not alone.

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The Advantages of a Wealthfront Portfolio Line of Credit Over a Traditional Home Equity Line of Credit

At Wealthfront our mission has been consistent from day one: to provide as many consumers as possible with extremely sophisticated investment management and retirement planning that had once been offered exclusively to the very wealthy. We tend to ruffle some feathers in the investment community when we execute on our mission and launch new services.

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The Value of Mortgage Refinancing

If you are a homeowner, it’s more than likely your house is your single most valuable asset. So it’s crucial to understand the factors that affect housing costs, specifically interest rates, which impact your mortgage expenses.

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Don’t Procrastinate on Filing Your Taxes

In the words of George Washington, “No taxes can be devised which are not more or less inconvenient and unpleasant.” In other words, taxes are a pain. We know it, you know it, but whether you like it or not, tax day (Tuesday April 18th) is less than a month away, so it’s time to

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