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...
Ryan A. Dunn, CFP®Jul 13, 2022Wealth RedefinedTake a Break from the NewsKey Takeaways Next time a screaming head on TV tries to scare you into running for the hills, just tell yourself: “We’ve seen this movie...
Ryan M. Vogel, CFP®Jul 6, 2022Investment ManagementRetirement Plans That Grow with You Key Takeaways As you approach retirement, it is important to have an integrated cash flow, tax, and investment plan. Determining how...
Robert Dunn, CFP®Jun 29, 2022Investment ManagementDon’t Let Recency Bias Cloud Your ThinkingKey Takeaways We have a tendency to place too much emphasis on experiences that are freshest in our memory—even if they are not the most...
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...