Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jun 15, 2022Wealth RedefinedDownsizing on Your Own TermsKey Takeaways According to the AARP, nearly 90% of adults over 65 want to remain in their current homes – even if it’s not practical. One...
Brenden Leese, CFP®May 25, 2022Wealth RedefinedNational 529 Day Should be All Year RoundThe ultimate college savings showdown: 529s v. UTMAs v. Roth IRAs.
Ryan A. Dunn, CFP®May 18, 2022Wealth RedefinedHow to Kickstart Your Financial Spring CleaningKey Takeaways Make sure insurance policies and estate plans are up to date and have no gaps. Consider ending those subscription you...
Ryan M. Vogel, CFP®May 4, 2022Investment ManagementBeware of Sales Pitches That Prey on Fear and Volatility Key Takeaways Annuities sound attractive in theory, but they can be loaded with hidden and confusing fees. Annuities can be punishing if...
Brenden Leese, CFP®Apr 27, 2022Investment ManagementStick with Your PlanKey Takeaways A disciplined investor looks beyond the concerns of today to the long-term growth potential of markets in the future. Don’t...
Ryan M. Vogel, CFP®Apr 20, 2022Investment ManagementAt Times Like These, You Have More Control Than You Think Key Takeaways When everything seems unsettled in the world, it’s important to go back to basics. Focus on things you can control; not...