Learn About Personal Finance

Zoe will help you engage an active, purposeful relationship with your money, through thoughtful content and in-depth articles about the markets, personal finance, and financial planning.

The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company

I wanted to reflect for a moment on how Zoe came to be, and why we do what we do. We launched back in February 2018—and it’s been an absolute whirlwind. At Zoe, we match consumers with independent, fee-only financial advisors. In just a few …

The Story of Zoe Financial: How A Simple Bedtime Question Turned Into a Company Read More »

6 Point Guide to 2018 End of Year Retirement Contributions

Well it’s that time of year—I’m not talking about holiday shopping, gorging on Christmas cookies and caramel popcorn at work or doing damage control after embarrassing yourself at the office holiday party.  I’m talking about making year-end contributions to your retirement plans. Remember that any …

6 Point Guide to 2018 End of Year Retirement Contributions Read More »

Financial Advisor tell all series part 2

Financial advisors, the tell all series. Part 2: Brokers vs. Advisors

Some people use the terms “financial advisor” and “broker” interchangeably, although they mean starkly different things. As someone wanting to take charge of your personal finances, these differences are important to understand. This is the follow-up to Financial advisors, the tell all series. Part 1: How …

Financial advisors, the tell all series. Part 2: Brokers vs. Advisors Read More »