Trust & Will vs. LegalZoom for Creating a Simple Will
Trust & Will and LegalZoom both create wills online, but their base packages include different documents, attorney-access options, revision periods, and ongoing terms.
RM
Contributor
Rachel Morgan
Stories by Rachel
August 29, 2026 · 9 min read
How Vanguard Target Retirement Funds Change Their Asset Mix Over Time
Vanguard Target Retirement Funds currently start near 90% stocks for long-horizon investors and gradually shift toward a roughly 30% stock, 70% bond allocation in retirement.
Rachel Morgan↗
August 17, 2026 · 9 min read
How Betterment Uses a Goal Date When Building an Investment Goal
Betterment uses goal type, target amount, and target date to shape its projections and allocation advice. The date is a core planning input, not just a label.
Rachel Morgan↗
July 27, 2026 · 9 min read
Betterment vs. Wealthfront for Goal-Based Automated Investing
Betterment organizes investing around separate goals and time horizons, while Wealthfront combines risk-based automated portfolios with Path's linked-account planning.
Rachel Morgan↗
July 21, 2026 · 9 min read
How Wealthfront’s Planning Tools Use Your Linked Financial Accounts
Wealthfront's Path planning engine uses linked outside accounts to build a broader picture of net worth and model trade-offs among retirement, housing, savings, and debt.
Rachel Morgan↗
July 6, 2026 · 9 min read
How Vanguard’s Retirement Calculator Uses Inflation, Savings, and Retirement Age
Vanguard's retirement calculator currently models savings, retirement age, Social Security, pensions, a 4% withdrawal assumption, and 3% inflation to estimate a retirement-income gap.
Rachel Morgan↗
June 20, 2026 · 9 min read
Vanguard 529 vs. Fidelity 529: What Should Parents Actually Compare?
The important 529 comparison is not just Vanguard versus Fidelity. State tax benefits, the exact portfolio, fees, minimums, and age-based investment design all matter.
Rachel Morgan↗
June 6, 2026 · 9 min read
Using a Fidelity 529 Plan to Work Backward From a College Savings Goal
A useful 529 contribution starts with the future education goal. Fidelity's planning tools can help turn a target amount and enrollment date into a monthly savings plan.
Rachel Morgan↗
May 6, 2026 · 9 min read
How Fidelity’s Retirement Planner Builds a Retirement Income Estimate
Fidelity's retirement analysis combines current savings, future contributions, retirement age, income sources, spending assumptions, and investment modeling to show where a plan may be heading.
Rachel Morgan↗
April 22, 2026 · 9 min read
How Fidelity Target-Date Funds Change as Retirement Gets Closer
Fidelity Freedom Funds use a glide path that gradually changes the stock, bond, and short-term allocation as the target retirement date approaches and passes.
Rachel Morgan↗