Articles under “financial planning”

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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A 401(k) Won’t Get You There

There are a ton of misconceptions on the best way to find financial security, but there is one in particular that kills me every time I hear it: “I have a 401(k) and my company matches it so I’m good, right?” Wrong! I can’t fault people for thinking this — it’s been ingrained into our generation.

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Data is the New Frontier

In August 2011 Marc Andreessen wrote a Wall Street Journal op-ed that famously explained why, “software is eating the world.” As we explained in Demystifying VC Economics, Part 5, industry after industry is being disrupted by new entrants that implement much of the incumbents’ value in the form of a software-based service that can be

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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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