Robert Dunn, CFP®Jul 28, 2021Wealth ProtectionMoney, Sex, and Communication Many couples struggle with at least one of these issues. This post will help you with two of the three items. Read further to figure out...
Ryan M. Vogel, CFP®Jun 30, 2021Wealth RedefinedWhat I’m Trying to Teach My Children About Money [Part 2]Delayed gratification pays dividends no matter what your age.
Brenden Leese, CFP®Jun 9, 2021Wealth RedefinedAre You Taking Full Advantage of Your 529 Plan? Part two of our series in honor of National 529 Day, here are some things you may not know about 529 plans. As discussed in Part 1 of...
Brenden Leese, CFP®May 29, 2021Wealth RedefinedWhy Thoughts Turn to College Savings on May 29A 2-part series in honor of National 529 Day, here are some things you may not know about 529 plans. Key Takeaways Numerous studies show...
Novi Wealth PartnersJan 29, 2020Should You Really Be Helping Your Adult Children Financially?By Novi Wealth Partners Did you know that 79% of parents still help their adult children financially? (1) You may read that statistic and...