Articles under “Planning”

Taking Control of Your Student Loans

If you don’t have the available money to pay off your student loans then we think it is well worth your time to evaluate refinancing. Refinancing into private loans can help reduce your interest rate and shorten the time it takes to pay off the debt.

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The New Standard

We believe that to be a true automated advisor you must deliver on all the services you get from a traditional high-end financial advisor: investment management, planning, and personal banking. So when choosing the ideal automated advisor, you need to understand the breadth — and quality — of each provider’s solution.

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How to Beat the High Cost of College

Last week I showed some of the different ways to think about financial aid as a means to understand — and reduce — the out-of-pocket costs of a particular college. This week, I want to share some of our research around some additional ways to reduce college costs.

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The Battle of the Tuition Bulge

When we decided to add college planning to Path, the most comprehensive financial planning service from an automated advisor, we did a deep analysis around the actual projected costs of college to help families better prepare. Today I’ll share some of the important insights we’ve surfaced to help families beat the high cost of college.

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