Xponify Financial

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Unlock Valuable Insights With Xponify Financial

All the Hidden Fees Your Adviser Might Be Charging You: 'If You Don't Know Your Total Cost, Then You Don't Know Your Total Return'

Plus, how to find a fee-transparent adviser.

How Much Can I Borrow in Student Loans?

Direct Subsidized and Unsubsidized Loans have strict annual and lifetime borrowing limits, while PLUS loans and private loans offer more flexibility.

'Who Can Help Us?' We Have Two Homes - One With $88K Left at 2.75% and One With $275K at 4.5%. Should We Pay One Off?

Ask yourself what you’re trying to achieve to determine your best move here — and know that pros have different advice on this one.

Average 401(k) Match: Do You Work for a Generous Company?

Here are the average 401(k) match and the top 10 companies by match policy. A generous 401(k) match provides a more secure retirement.

4 Reasons Economic Stability Makes Crypto a Risky Investment

As economic uncertainty drags into another year, many investors are questioning where their money is safest.

'I Suddenly Feel Like a Small Fish.' I Had $80K Before the 'Tariff Drama' But Now My Financial Adviser Doesn't Seem Interested in Me. What Do I Do?

It’s understandable that you don’t want to feel lost in the crowd – and yes, it could be time to find a new adviser.

5 Best Russell 2000 ETFs to Buy Now

ETFs that track the Russell 2000 Index can be part of a well-balanced portfolio

We Are 'on the Edge of a Recession,' this Prominent Economist Says. 15 Pros on How to Prepare - Including the Key 'Lifeboat' You Need Now

As worries of a recession mount, we asked 15 money pros what you should do now.

this article was also featured on msn money

How Much Money Should You Put Into a CD This August? Experts Weigh In

Though rates on certificates of deposit (CDs) aren’t at the sky-high levels they were a year or two ago, these interest-bearing accounts are still offering pretty solid returns for savers.

this article was also featured on msn money

How Much Bitcoin to Own in 2026 - Financial Planner Weigh In

To invest or not to invest? For more than 15 years, that’s been the question to ask about bitcoin.

this article was also featured on Yahoo! Finance

I'm 69 and Have Amassed $1.4 Million Working With My Long-Term Broker. But I Pay $950 a Month. Can I Do Better?

High-level, if you’re paying your adviser under an assets under management model — and your fee is around 1% annually — it’s generally within a market-acceptable range.

Which Is Better Now: A Debt Relief Program or Bankruptcy? Experts Weigh In

There are numerous approaches you can take to debt relief, so you’ll need to narrow down the options before making any moves

this article was also featured on msn money

Don’t Be Caught Guessing About Your Financial Situation And Retirement

Our personalized financial plans can help you pursue your goals and successfully navigate the many milestones life throws your way. Let’s get started today.

Gain a Clear Understanding of What Retirement Could Look Like

Get Started With Xponify Financial

Contact us today for your ‘strategies for retirement success’ without obligation or
commitment of any kind. (855) 976-6439

Your Goals. Your Plan. Our Guidance.

In the Media

Stay In The Know

Unlock Valuable Insights With Xponify Financial

All the Hidden Fees Your Adviser Might Be Charging You: 'If You Don't Know Your Total Cost, Then You Don't Know Your Total Return'

How Much Can I Borrow in Student Loans?

'Who Can Help Us?' We Have Two Homes - One With $88K Left at 2.75% and One With $275K at 4.5%. Should We Pay One Off?

Average 401(k) Match: Do You Work for a Generous Company?

4 Reasons Economic Stability Makes Crypto a Risky Investment

'I Suddenly Feel Like a Small Fish.' I Had $80K Before the 'Tariff Drama' But Now My Financial Adviser Doesn't Seem Interested in Me. What Do I Do?

5 Best Russell 2000 ETFs to Buy Now

We Are 'on the Edge of a Recession,' this Prominent Economist Says. 15 Pros on How to Prepare - Including the Key 'Lifeboat' You Need Now

this article was also featured on msn money

How Much Money Should You Put Into a CD This August? Experts Weigh In

this article was also featured on msn money

How Much Bitcoin to Own in 2026 - Financial Planner Weigh In

this article was also featured on Yahoo! Finance

I'm 69 and Have Amassed $1.4 Million Working With My Long-Term Broker. But I Pay $950 a Month. Can I Do Better?

Which Is Better Now: A Debt Relief Program or Bankruptcy? Experts Weigh In

this article was also featured on msn money

Don’t Be Caught Guessing About Your Financial Situation And Retirement

Our personalized financial plans can help you pursue your goals and successfully navigate the many milestones life throws your way. Let’s get started today.

Gain a Clear Understanding of What Retirement Could Look Like

Get Started With Xponify Financial

Helping Retirees Secure their Wealth, Reduce Taxes, and Enjoy Financial Freedom

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