Devin Starr7 days agoWealth ProtectionFree College!? New Jersey Offers Program for Young AdultsKey Takeaways New Jersey has two free college tuition programs for residents. Eligibility is based on income thresholds. It can be much...
Robert Dunn, CFP®Aug 23, 2023Wealth RedefinedAuthenticity In The Tech AgeKey Takeaways Details are so important when it comes to personal finance. Not every client has the same relationship with money—even many...
Brenden Leese, CFP®Aug 9, 2023Wealth RedefinedStudent Loan Repayment ResumesKey Takeaways The three-year pause on student loan repayment ends in August. Beware of scams. The average borrower takes 20 years to...
Brenden Leese, CFP®Jul 5, 2023Wealth Redefined9 Simple, But Powerful Ways for Young People to Save Money Key Takeaways Save first and then live off what’s left. Avoid food delivery services, eat out sparingly and cancel subscriptions and...
Robert Dunn, CFP®May 24, 2023Wealth ProtectionWhat to Do with Leftover 529 Funds?Key Takeaways Starting in 2024, you will be allowed to do a tax-free Roth IRA rollover of a portion of the unused funds in your 529 plan....
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...