Planning

Enhance your personal finances with planning resources to set and achieve your goals. 

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Planning May. 12, 2022 How lifestyle creep can impact your finances

Most people can agree that getting a raise or a bonus feels incredible. You put in the work, land the extra income, and feel psyched about the boost to your budget. It’s […]

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Planning Jan. 24, 2022 Guide to retirement

It’s never too early to plan for retirement. This guide shares explanations, strategies, and inspiration to build a strategy fit for your retirement.

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Planning Jan. 14, 2022 How to improve your financial well-being with a personal finance audit 

Financial well-being, or financial wellness, refers to your overall financial health. It includes things like habits, planning, mindset, and goals. The idea is that you have control over your finances, you know what […]

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Planning Jan. 11, 2022 5 mistakes to avoid while filing taxes this year

Whether you find this article days before the filing deadline or months before, filing taxes can feel like a race to the finish line. Once they’re filed, you can check this yearly […]

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Planning Jan. 5, 2022 Guide to budgeting for long-term financial wellness

Whether creating your first budget or looking to refresh your methods, this guide shares strategies for setting and maintaining a budget.

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Planning Jan. 4, 2022 How to set financial goals to build the future you want

Everybody likes to daydream. Some about retirement, an unforgettable vacation, or their perfect home. Whatever your dream is, you can do it! You just need to make it a goal.   Goal setting […]

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Planning Dec. 29, 2020 7 steps to include in your year-end financial planning

2020 is almost over, we promise. But between year-end deadlines and contribution limits, there’s still time left to make sure you’re not leaving money on the table.   The end of the year […]

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Planning Sep. 24, 2020 You’re doing it wrong: how to reduce friction in your financial journey

In an earlier post this month, we discussed the value of Tiny Habits, a system for change and growth developed by Stanford University researcher Dr. BJ Fogg. We dove deep into Tiny […]

Should you use a Roth IRA to save for college?
Planning Jul. 12, 2019 Should you use a Roth IRA to save for college?

College is expensive, and there are many ways to set money aside for it. Here, we explore the merits of using a Roth IRA for college, compared with a 529 savings plan.

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