Does your employer offer an employee stock purchase plan (ESPP)? From the ESPP basics to tax implications, learn about this benefit that allows you to buy your company's stock at a discount. Plus, check out the guide to see when you should contribute to your...
Have extra cash building up in your checking or savings account, but not sure what to do with it? After making sure it's truly surplus money, here's how you can choose. Whether you'll be using it in the short, intermediate, or long term — or...
Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep...
What's ESG investing? Learn about environmental, social, and governance factors — aka socially responsible investing — as well as their impacts and how you can get started....
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment....
Are you planning a summer vacation this year? Plan to spend your time enjoying your trip instead of overthinking your spending! Plus, download our Vacation Budget Planning worksheet to be your guide....
Whatever your reason for a rollover, it doesn't have to be difficult to move your retirement plan. Grab our cheat sheet for step-by-step rollover instructions to guide you along the way....
Tas season might be over, but it’s always a good idea to be on the lookout for fraudulent tax schemes to avoid. The IRS releases its “Dirty Dozen” list each year to highlight the worst of these scams. Let’s take a look at some of...
In honor of Independence Day, we're bringing you a sneak peek of our latest FPFoCo Academy personal finance module. Get a glimpse of "Planning for Financial Independence" as you learn about the different types of F.I. and how you can get started....
It’s reasonable to assume that the closed-end nature of a project financial plan will somehow save you money. One defined project, one defined cost, and you can close the books on financial planning … until one little thing or another comes up and changes much...
| 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% |