Podcasts
The Long view
Expand your investing horizons and look to the long term. Join hosts Christine Benz and Jeff Ptak as they talk to influential leaders in investing, advice, and personal finance about a wide-range of topics, such as asset allocation and balancing risk and return.
Bogleheads On Investing Podcast
Podcast weblog featuring the investment wisdom and principles of John C. Bogle
The Practical Planner
- Estate Planning Basics
- Foundational Estate Planning Documents
- Trusts vs.Wills
- Intro to RevocableTrusts vs. IrrevocableTrusts
- Key Estate Planning Terms To Know
- When To Update An Estate Plan
- Revocable Trusts Explained: The Power To Change Your Mind
Books
Suze Orman's Ultimate Retirement Guide
Wade Pfau's Retirement Planning Guidebook
Wade Pfau's Retirement Planning Guidebook
Suze gives the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more--starting where you are right now.
Wade Pfau's Retirement Planning Guidebook
Wade Pfau's Retirement Planning Guidebook
Wade Pfau's Retirement Planning Guidebook
The Retirement Planning Guidebook helps you navigate through the important decisions to prepare for your best retirement. You will have the detailed knowledge and understanding to make smart retirement decisions
Retirement Planning Tools
Take Financial Wellness Into Your Own Hands
Our models go beyond savings and investments, taking into account all of the other factors in a person’s life, from home equity, healthcare costs and taxes to Medicare and Social Security,” Chen said. Every time a user makes a change, we run thousands of simulations in order to help them optimize their plan … We account for thousands of d
Our models go beyond savings and investments, taking into account all of the other factors in a person’s life, from home equity, healthcare costs and taxes to Medicare and Social Security,” Chen said. Every time a user makes a change, we run thousands of simulations in order to help them optimize their plan … We account for thousands of different scenarios, enabling users to confidently map out accumulation and decumulation projections with digital guidance.
Build Financial Plans You Love.
Build a living model of your whole life's finances and discover the spectrum of possible outcomes. Identify trade-offs, backtest against historical data, and experiment with different investment strategies, account types, contribution orders, drawdown options, and portfolio blends over time.
Includes support for Canadian Tax Presets - Customizable brackets, rules, and rates
Financial Planning
Timothy Financial Counsel
Timothy Financial Counsel has always been a fee-only fiduciary financial planning firm. Like other fee-only firms, we don’t receive commissions based on our recommendations. Unlike other fee-only firms, our fees are not tied to the size of your investment portfolio. We simply charge for our time by the hour. You only pay for the time you
Timothy Financial Counsel has always been a fee-only fiduciary financial planning firm. Like other fee-only firms, we don’t receive commissions based on our recommendations. Unlike other fee-only firms, our fees are not tied to the size of your investment portfolio. We simply charge for our time by the hour. You only pay for the time you need. You also receive an upfront quote on your initial financial plan — so there are no surprises.
Abundo Wealth
Advice on Everything
Rather than focusing our advice on just investments or insurance, we advise you on everything related to your ability to earn, save, or spend money.
Keep Control of Your Money
You’ll always be in control of your own investments. We teach you how to invest for your unique situation and empower you to know why you’re inv
Advice on Everything
Rather than focusing our advice on just investments or insurance, we advise you on everything related to your ability to earn, save, or spend money.
Keep Control of Your Money
You’ll always be in control of your own investments. We teach you how to invest for your unique situation and empower you to know why you’re investing for your future.
Low, Transparent Pricing
You never have to worry about hidden fees and you’ll know exactly how much you are paying. The only fee we receive from you is your low, monthly subscription payment.
Find Your Advice-Only Financial Advisor
Find Your Advice-Only Financial Advisor
Discover the power of unbiased financial advice with the Advice-Only Network, your one-stop destination for connecting with dedicated, certified professionals from financial planning practices across the country. Our network ensures you receive objective guidance tailored to your unique financial goals and needs.