Articles under “Planning”

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.

Read more

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.

Read more

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.

Read more

The Path to College

Today we’re thrilled to announce college planning with Path. Sound familiar?

Read more