Ryan A. Dunn, CFP®Sep 7, 2022Our LivesFinancial Planning Considerations For Those About to Enter Into Marriage Key Takeaways Financial stress, along with infidelity and growing apart, are top reasons why marriages fail. Many couples did not have...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Jul 27, 2022Wealth TransferHow Much Money Is Enough? Key Takeaways Time is the most valuable resource we have. If you can exchange money to free up time, the tradeoff is worth it. The money...
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.
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...
Robert Dunn, CFP®Mar 23, 2022Wealth RedefinedWhich Type of Advisor Is Right for You? Key Takeaways Everyone’s calling themselves a “financial planner” these days. Most are not. Here’s what to look for in a true fiduciary...