Abacus Academy
Library of educational content and personal finance resources.
Financial literacy starts here.
We believe that financial education is key to having a successful and healthy relationship with money. Too often doubt and fear play into everyday money decisions. We aim to replace that anxiety with knowledge and confidence. In our mission to expand what’s possible with money, we’ve created a hub for educational content covering important topics for all walks of life.
6 Steps to Expand What's Possible with Your Money
Are you ready to take control of your financial future? Download our blueprint for financial freedom and start expanding what’s possible with your money.
Personal Finance Guides & Resources
You should feel confident and free in your financial life. Our step-by-step guides explore unique strategies and offer practical advice to help you take control of your financial future.
Pursuing a Better Investment Experience
This guide provides insight on 10 key principles to help you gain a better understanding of how investments can transform your life.
Done by 60: Maximizing Early Retirement
This entertaining and engaging guide provides a forward-looking path to those who truly want to be themselves in this increasingly golden decade.
7 Financial Considerations When Getting Divorced
This guide offers seven important financial considerations to help you navigate divorce.
Recommended Reading
To learn more about building a strong financial foundation, check out the latest blogs from Abacus Advisors.
6 Year-End Financial Moves to Consider Before 2025
National Public Data Breach: 4 Steps to Protect Your Identity
How Unmarried Couples Can Tag Team Their Credit Card Rewards
Money Heart-to-Hearts: 3 Must-Have Partner Conversations
Money Psychology
Resources to help transform your relationship with money.
What’s your financial archetype?
Most people have formed helpful and harmful habits around spending, giving and investing. Learn your 3 dominant money types and receive personalized guidance that helps you have a healthier, more balanced relationship to money.
If Money Were Easy Podcast
Expect to hear about money and values, growing your wealth, creating an impact, leadership, financial wins and (some losses), and more. Our goal is to provide at least one takeaway from each episode that you can implement on your financial journey.
Money Meditations
Meditation is a simple yet transformative way to reduce stress and anxiety, especially when it comes to your finances.
Join Abacus Co-Founder Spencer Sherman as he leads this series of powerful guided meditations.
Pro Bono Financial Planning Services at Abacus
We believe everyone deserves quality financial advice and peace of mind around their money.
We’ve helped hundreds of individuals and families who don’t meet typical minimums required by financial advisors gain access to the highest standard in fiduciary advice – the same high level provided to each one of our paying clients.
Our pro bono sessions are designed to provide education and guidance and help clarify the steps you can take to achieve your most important life goals.
