Financial services, namely, personal budgeting and financial planning services; Money management services; Investment management services, namely, personal budgeting and financial planning services; Educational services, namely, personal budgeting education and financial planning educational services; Research services, namely, collecting, analyzing, and distributing research data on the financial and business issues and personal financial behaviors; Money management services, namely, providing financial and analytical tools and automated investment services for individuals; Investment advisory services; financial planning services; financial asset management services; Financial advice; Financial consulting; Financial planning; Financial planning for retirement; Financial counseling services; Providing a website over a global computer network featuring information on financial services, namely, personal budgeting and financial planning services; Printed publications, namely, brochures, booklets, articles, checklists, special reports, consumer reports, newsletters, and teaching materials in the field of money and financial management; Educational publications, namely, training manuals in the field of money and financial management; Video and digital content in the field of money and financial management; Video and digital content creation services in the field of money and financial management; marketing services, namely, promoting and marketing the goods and services of others; marketing services provided by means of indirect methods of marketing communications, namely, social media