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®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...
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...