Planning Archives | Wealthfront Blog https://www.wealthfront.com/blog/category/planning/ Personal Finance & Investing Insights Thu, 24 Oct 2024 22:30:58 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png Planning Archives | Wealthfront Blog https://www.wealthfront.com/blog/category/planning/ 32 32 HDHP vs. PPO: What You Need to Know https://www.wealthfront.com/blog/high-deductible-health-plan/ Thu, 24 Oct 2024 21:33:40 +0000 http://www.wealthfront.com/blog/?p=4478 HDHP, PPO, HSA … the acronyms and the options can seem endless when you’re evaluating health insurance plans. Choosing the right plan is an important financial decision, and it’s wise to weigh the details carefully. In this post, we’ll dig into the tradeoffs associated with choosing a high-deductible health plan (HDHP) over a traditional preferred […]

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]]> Which Wealthfront Account Is Right for You? https://www.wealthfront.com/blog/pick-wealthfront-account/ Thu, 17 Oct 2024 17:32:20 +0000 https://www.wealthfront.com/blog/?p=17427 At Wealthfront, we want to help you build long-term wealth on your own terms. That’s why we’ve built a robust suite of accounts powered by automation, with the goal of keeping both your costs and taxes low. If you’re looking for guidance on which accounts are best suited to your needs and situation, we’re here […]

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]]> What Are the Benefits and Drawbacks of IRAs? https://www.wealthfront.com/blog/ira-benefits-and-drawbacks/ Thu, 15 Aug 2024 23:44:09 +0000 https://www.wealthfront.com/blog/?p=12607 Individual retirement arrangements (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on two popular account types: traditional […]

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]]> Ask Wealthfront: Should I Invest My Down Payment? https://www.wealthfront.com/blog/ask-wealthfront-should-i-invest-my-down-payment/ Wed, 14 Aug 2024 22:53:21 +0000 https://www.wealthfront.com/blog/?p=17304 Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column.  I’m saving for a house. Should I invest my down payment or keep it in […]

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]]> Tips for Managing Your Money as a Couple https://www.wealthfront.com/blog/managing-money-as-a-couple/ Wed, 07 Aug 2024 21:50:12 +0000 https://www.wealthfront.com/blog/?p=17290 Managing money with your partner is an exciting relationship milestone: It means you have a shared vision of your future and you want to figure out how to get there together. It can also be a little bit daunting. After all, money—how much you make, how you spend it, and how you direct it towards […]

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]]> Ask Wealthfront: Should I Pay Off My Mortgage Early or Invest? https://www.wealthfront.com/blog/ask-wealthfront-prepay-mortgage-or-invest/ Tue, 25 Jun 2024 16:56:00 +0000 https://www.wealthfront.com/blog/?p=17226 Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column.  If I have extra cash, should I use it to pay off my mortgage early […]

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]]> Is a Roth Conversion Right for You? https://www.wealthfront.com/blog/roth-ira-conversion/ Wed, 27 Mar 2024 16:04:07 +0000 https://www.wealthfront.com/blog/?p=12239 IRAs, or individual retirement arrangements, are a popular way to save for retirement, and with good reason: IRAs have numerous benefits. You may already be familiar with some of the different types of IRAs, including traditional IRAs and Roth IRAs. But you might not know it’s possible for people who typically don’t qualify for a […]

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]]> Ask Wealthfront: How Do Taxes Work for My Wealthfront Accounts? https://www.wealthfront.com/blog/ask-wealthfront-taxes-wealthfront-accounts/ Fri, 16 Feb 2024 18:32:05 +0000 https://www.wealthfront.com/blog/?p=17039 Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column.  How do taxes work for the interest I earned in my Cash Account? What about […]

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]]> 8 Ways to Get Ready to File Your 2023 Tax Return https://www.wealthfront.com/blog/8-ways-to-get-ready-to-file-your-2023-tax-return/ Wed, 17 Jan 2024 21:44:56 +0000 https://www.wealthfront.com/blog/?p=16987 Tax season is here and it’s time to start thinking about your 2023 tax return. Working on your taxes might seem intimidating, but it doesn’t have to be. Here are eight ways you can get ready for Tax Day, whether you’re working with an accountant or using tax preparation software like TurboTax. 1. Mark your […]

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]]> 8 Ways to Get Ready to File Your 2022 Tax Return https://www.wealthfront.com/blog/8-ways-to-get-ready-to-file-your-2022-tax-return/ Fri, 13 Jan 2023 16:38:18 +0000 https://www.wealthfront.com/blog/?p=16127 Tax season is here and it’s time to start thinking about your 2022 tax return. Working on your taxes might seem intimidating, but it doesn’t have to be. Here are eight ways you can get ready for Tax Day, whether you’re working with an accountant or using tax preparation software like TurboTax. 1. Mark your […]

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