Brenden Leese, CFP®Nov 9, 2022Wealth ProtectionCollege Saving Amid 529 Declines Key Takeaways If your children are young, you have plenty of time to recover from the current bear market, even if in an aggressive...
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®Aug 17, 2022Wealth RedefinedTips for Coping with Record High Gas Prices Key Takeaways Believe it or not, these aren’t the highest relative gas prices in U.S. history. Behavioral finance explains why. Changing...
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®Feb 23, 2022Wealth RedefinedHigh Earner, Not Rich Yet? Key Takeaways At your young age, you earn substantially more than most Americans. Why aren’t you feeling wealthy? Are your graduate...
Brenden Leese, CFP®Dec 14, 2021Wealth ProtectionDo Health Savings Accounts Make Sense for You (and Your Adult Children)? Key Takeaways Healthcare costs are rising substantially faster than wages (and inflation). Health Savings Accounts (HSAs) allow you to...