Let's take action, Grownup.

Check out our online classes to start taking action on your goals any time.

Take a class

Let's stay in touch, Grownup.

Articles tagged with Financial Planning

When it Comes to Finances, It’s Important to Change the Gay Cliché

With financial opportunity comes responsibility, says John Schneider of the Debt Free Guys. The financially stronger we are as queer individuals, the stronger we are as a community—and the better equipped we are to fight for equality.

Continue reading

All About Taxes: If I Make a Mistake on My Tax Return, Can I Refile?

Let’s say you make a mistake on your annual tax return. Don’t panic! You may be able to refile. Tyler Dolan, CFP®, walks you the process to refile your taxes.

Continue reading

5 Ways to Save on Home Insurance

If you’re a homeowner, you’re familiar with home insurance. But did you know you can revisit your homeowners’ insurance policy each year to find ways to save? Nancy Mann Jackson finds five ways to lighten your home insurance bill.

Continue reading

Q&A with the Planners: What Should I Do with My Tax Refund?

When it comes to your tax refund, does it pay to be practical, or is it better to play? Our financial planning team weighs in.

Continue reading

3 Money Fights You’ll Have with Your Spouse—and How to Avoid Them

Avoiding fights about money is essential for any marriage—and the best way to do that is to communicate, says blogger Bridget Casey.

Continue reading

All About Taxes: I Want to Do My Own Taxes. Which Online Tax Services Should I Use?

You’ve decided to file your own taxes—but the options can be overwhelming. Don’t panic! Tyler Dolan, CFP®, tests out several online tax providers to help you determine which to choose. Read on and file your taxes with confidence.

Continue reading