Do you put your money where your mouth is? Learn how you can create S.M.A.R.T. goals to help you position your money in a way that reflects both your current and aspirational values. Plus, you'll find examples and a handy worksheet you can use to...
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps...
I love HSAs. In fact, they’re one of my favorite savings tools. Learn the reasons why, find out how to decide if a health savings account could be right for you, and see when it might not be the best choice for saving....
How much should you keep in your emergency fund? Learn the purpose of an uh-oh fund, what it can cover — and how you can set yours up. Plus, our table can help you target the amount you may want to stash in yours....
Why do we offer free personal finance tools to everyone who visits our website? Because everyone deserves access to these tools to improve their financial lives....
Charitable giving doesn’t have to cost money. Whether you’re getting ready to surf the web or head out for a jog, these tools can help you give back while you do you. ...
When should you invest? Instead of putting so much pressure on when to invest, put a set dollar amount into your investment account on a set schedule and let dollar-cost averaging work for you....
How can you get the best out of yourself as a remote worker? Take a look at the upsides of remote work, check out tricks you can use to improve your productivity, and learn how you could use remote work to your cash-flow advantage!...
How can you make saving money easier? Trick yourself into it! We break it down into simple steps you can use to automagically increase your savings — and make reaching your goals a real treat. ...
2020 has been a volatile year for the stock market. Volatile means sharp moves downward as well as sharp moves upward. We've seen historic swings in both directions, and these swings make people nervous. Some people react in these situations and let their emotions dictate...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |