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...
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®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...
Brenden Leese, CFP®Apr 13, 2022Wealth TransferCollege Saving Considerations Key Takeaways You are not required to use your own state’s 529 plan. Look carefully at fees, expenses, investment options, and...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Mar 9, 2022Wealth ProtectionPrevent Identity TheftKey Takeaways Never act on any suspicious emails, letters, or phone calls requesting personal information. Send it to us first so we can...