Articles under “financial 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 finance solutions. 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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The Surprising Value of Social Security

While young people tend to regard Social Security as a source of only miserly payouts – and one with an uncertain future to boot – it can in fact represent a significant portion of your income after you’ve retired. That means that even if you are still in your 30s or 40s, you should take

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