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7 Reasons to Choose a Goals-Based Financial Plan

Achieving Goals

7 Reasons to Choose a Goals-Based Financial Plan

Jun 29, 2020 • 5 minute read

In many areas of our lives, the importance of goal-setting seems obvious. If you go on a diet, you...

What’s New in BrightPlan - Smart Budget Got Smarter

Achieving Goals

What’s New in BrightPlan - Smart Budget Got Smarter

May 22, 2020 • 4 minute read

Last Fall we launched Smart Budget, an automated budgeting solution designed to help you gain...

What’s New in BrightPlan - Putting Budgeting Front and Center

Achieving Goals

What’s New in BrightPlan - Putting Budgeting Front and Center

Mar 5, 2020 • 4 minute read

Our most recent release brings your budget front and center. Now you can easily stay on top of your...

Planning for College Costs: A Roadmap

Achieving Goals

Planning for College Costs: A Roadmap

Aug 11, 2019 • 6 minute read

Whether you’re a parent, grandparent or student, the phrase “college tuition” comes with some...

How Our Family Conquered Overspending on the Holidays

Achieving Goals

How Our Family Conquered Overspending on the Holidays

Jan 30, 2019 • 3 minute read

My wife and I got serious about budgeting the year we got married. We used the “envelope system”,...

The Best Way to Fund College Education: Intro to 529 Plans

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The Best Way to Fund College Education: Intro to 529 Plans

Jan 18, 2019 • 3 minute read

Of all the options available for funding your children’s college, 529 plans are by far the most...

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Achieving Goals

BrightPlan Recertified for Fiduciary Excellence (And Why You Should Care)

Dec 10, 2018 • 3 minute read

One of the first things I noticed when I started to work in this industry is how hard it is for the...

BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year

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BrightPlan Founder Marthin De Beer Nominated for Innovator of the Year

Sep 4, 2018 • 3 minute read

Sometimes it has to get personal to force thinking outside the box. Marthin De Beer had become...

How to Prevent Lifestyle Creep

Achieving Goals

How to Prevent Lifestyle Creep

Mar 28, 2018 • 4 minute read

If you place your hand in a bowl of lukewarm water and start heating it, you’re unlikely to notice...

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