Mmmmm, peanut butter! But as a philanthropist, are you spreading your charitable contributions a little too thin? Learn what a "peanut butter philanthropist" is and how avoiding this approach can help you improve your giving strategy — and increase your tax efficiency!...
How can changing one seemingly insignificant aspect of your life make a meaningful difference? And what is "mindful spending"? Learn how you can practice conscious consumption it and how it could lead to hidden savings opportunities!...
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...
Are you experiencing a critical money moment? It's one of the six phases of your financial journey — and many people have more than one....
Ever wanted to know what's on our reading and listening lists? From personal finance-related reads to shows — and a bonus recommendation — check out some of our favorite books and podcasts. You might even find a new favorite of your own! ...
Romance is in the air for Valentine’s Day, and we released a Personal Finance Module titled "Romance & Money." Here’s a free preview!...
To help you gain confidence and to develop systems as you improve your money habits, why not learn from others who make careers in helping people make better financial decisions?...
To close out what has been a difficult year for many, we share personal stories of gratitude as 2020 comes to an end. Join us as we look forward to post-traumatic growth in 2021 and beyond!...
You work hard for your money. Give yourself plenty of opportunities to have fun with it! Learn how you can make spending more enjoyable — and grab our Happier Spending Worksheet so you can make your plan and put it into action....
Calm your financial anxiety. You can’t predict the timing of market declines, natural disasters, or personal life curveballs. Yet we have a unique opportunity on the horizon. The upcoming presidential election may cause some chaos — but it doesn’t need to make your financial life...
| 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% |