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Financial planner

Does your financial advisor need to be local?

  Luis Rosa has met with clients remotely for years, even before the pandemic. When the certified financial planner and member of the Zoe Financial planning network moved from New York to the West Coast, the clients […]

How to afford emergency home repairs

A home’s mechanical systems, exterior features and large appliances don’t last forever. Even with regular maintenance, sometimes an expensive-to-fix item will fail. So figuring out how to pay for emergency home repairs is something homeowners […]

Is it OK to make a late car payment?

Editor’s note: Lantern by SoFi seeks to provide content that is objective, independent and accurate. Writers are separate from our business operation and do not receive direct compensation from advertisers or partners. Read more about […]

9 ways to lower your tax bill

Taxes can be a nuisance—and many people would prefer to pay as little tax as possible. While it’s not likely you can entirely avoid paying taxes, there are ways to use the tax code to […]

Small business audits: How to prepare

Editor’s note: Lantern by SoFi seeks to provide content that is objective, independent and accurate. Writers are separate from our business operation and do not receive direct compensation from advertisers or partners. Read more about […]