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...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®May 11, 2023Wealth ProtectionAre People with Good Credit Being Penalized? Key Takeaways Making a downpayment of 20% or more can help individuals avoid mortgage insurance and start building equity and wealth...
Ryan M. Vogel, CFP®May 3, 2023Wealth ProtectionWhen Does It Make Sense to Pay Off Your Mortgage?Key Takeaways Being too conservative can lead to poor financial decisions. Before rushing to pay down that mortgage, think about where ...