Brenden Leese, CFP®Apr 5, 2023Wealth ProtectionThe Financial Impact of Loneliness and Social IsolationKey Takeaways Social isolation not only compromises mental health but can trigger financially destructive behavior as well. Underspending...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 22, 2023Wealth TransferRecently Come into a Lot of Money? Key Takeaways Receiving a large sum of money can be just as stressful as losing lots of money. Give yourself at least a year to get your...
Ryan A. Dunn, CFP®Jan 25, 2023Wealth TransferFinding Cash Under the Couch CushionsKey Takeaways Your prized heirlooms may be worth far less than you think, but other trinkets may be surprisingly valuable. Remember,...
Brenden Leese, CFP®Nov 9, 2022Wealth ProtectionCollege Saving Amid 529 Declines Key Takeaways If your children are young, you have plenty of time to recover from the current bear market, even if in an aggressive...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jul 27, 2022Wealth TransferHow Much Money Is Enough? Key Takeaways Time is the most valuable resource we have. If you can exchange money to free up time, the tradeoff is worth it. The money...
Brenden Leese, CFP®Jul 20, 2022Wealth RedefinedStudents Now Less Likely To Be Penalized for Grandparent 529s Key Takeaways New FAFSA form no longer counts grandparent 529 accounts against student aid eligibility. 529 plans offer grandparents...