Articles under “financial planning”

Use the Summer to Your (Tax) Advantage

Summer is typically when we enter vacation mode and take a break from things that require a lot of work, so the last thing you want to think about is your taxes. But summer is also busy with a number of key life events, so while you still have some down time make sure you

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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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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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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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