Facet Wealth

Brent Weiss answers a question comparing a 401(k) and an IRA.

Brent Weiss explains how a Backdoor Roth IRA can help people with incomes too high for a conventional Roth IRA, or those seeking to save more for retirement.

By Brent Weiss, CFP, ChFC Brent breaks down the differences between a traditional IRA and a Roth IRA and how to use them to achieve a comfortable, and hopefully less taxing, retirement.https://youtu.be/88U7dIXH_yw

Brent Weiss explains how capital gains on stocks, mutual funds, and other investments can affect taxes.

Facet is building a human-centric approach to financial planning.

Facet is assembling a team of software engineers to use technology to create a more equitable world and build solutions to challenging problems.

Facet lists Core, Plus, and Complete membership plans with annual and quarterly payment options. The page also lists a $300 enrollment fee waived for annual payments and planning meetings and hours.

Facet says traditional stocks and bonds meet most investors’ needs, while high-quality alternative investments may improve diversification and returns. It also notes that alternative investments carry risks, including illiquidity and difficulty accessing them.

The page compares dynamic and static investment strategies and notes that target-date funds may overlook personal goals.

The page covers donor-advised funds, avoiding capital gains tax on donations, and building a charitable legacy.

The page describes passkeys and says switching from traditional passwords can protect accounts from phishing and breaches.

Facet’s leadership team includes executive leaders, tech pioneers, and financial experts.

Facet describes its approach to financial planning as human-centered and focused on providing an objective financial partner for needs such as employee compensation, tax planning, and buying a first home.

The page features the founding story and personal mission of Anders Jones, Facet’s CEO and co-founder.

Brent Weiss is Head of Financial Wellness and Co-Founder. Brent says his grandfather worked into his 80s, never had a retirement, and worked to give his children and grandchildren better lives and opportunities.

Patrick McKenna, Facet’s executive chairman and co-founder, shares a founder story about growing up in a small town with a single mother.

Financial advice from CERTIFIED FINANCIAL PLANNER professionals at an affordable flat fee. Includes financial planning, retirement planning, and investing.