Brenden Leese, CFP®May 29, 2021Wealth RedefinedWhy Thoughts Turn to College Savings on May 29A 2-part series in honor of National 529 Day, here are some things you may not know about 529 plans. Key Takeaways Numerous studies show...
Robert Dunn, CFP®May 25, 2021Wealth RedefinedMaking Your Post-Working Decumulation Strategy Personal and Comprehensive By Robert B. Dunn, CFP® “Retirement is a time to do “what you want to do, when you want to do it, where you want to do it and how you...
Novi Wealth PartnersAug 13, 2020Wealth TransferWhy You Need A WillBy Novi Wealth Partners Most people understand the importance of having a will, but unfortunately, many don’t take the time to write one....