Robert Dunn, CFP®Jun 22, 2023Wealth RedefinedWrong Question, Right Financial Mindset: The Question We Really Want You to ConsiderKey Takeaways Consider how you would complete the following statement: “I will be wealthy when……..” The business models used by large...
Ryan A. Dunn, CFP®Jun 14, 2023Wealth RedefinedSitting on Too Much Cash? Critically Assessing Your Emergency Fund Needs Key Takeaways After a decade of low interest rates, there are now multiple options to get a good return on your cash. If considering a...
Brenden Leese, CFP®May 31, 2023Wealth TransferFinancial Basics for Teen and Young Adult ChildrenKey Takeaways Make sure your teen has a basic understanding of investing basics, setting savings goals, and responsible use of credit....
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....
Ryan M. Vogel, CFP®May 17, 2023Is Long-Term Care Insurance Right for Me? Key Takeaways As you get into your mid-50s, life insurance becomes less crucial, but you should start planning for other financial risks...