Articles
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay
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What Parenting Taught Me About Being a Financial Advisor
By Lane Reynolds, Senior Financial Advisor As a financial advisor, I have come to realize that the most important principles I use to guide my clients toward financial prosperity are the very same ones I
Roth Conversion Benefits You Need to Know
By Matt Cherry, CFP® When it comes to planning for retirement, the decisions you make today can have a big impact on your financial future. One strategy gaining popularity among investors is the Roth conversion.
Important Changes to 529 Plans for College Savings
By Larry Van Quathem, CFP® As you watch the cost of college skyrocket, you may be trying to figure out the best way to pay for your child or grandchild’s education. More American families each
Essential Estate Planning Strategies for Business Owners
Written By Adam Brooks You’ve poured your heart, soul, and countless hours into building your business. Your level of accomplishment demands professional estate planning that aligns with the legacy you want to leave behind. But
Take Financial Charge in 2025: Tips for Affluent Families
By Adam Brooks, CFP® With tax season wrapping up, high-net-worth families are navigating a challenging tax landscape, with evolving regulations and potential tax hikes on the horizon. However, by staying informed about the latest tax
Navigating Social Security in 2025: Key Updates & Strategies
By Matt Cherry, CFP® The years leading up to retirement can feel overwhelming. You might be eager for the next chapter, yet uncertain about the steps to take and how Social Security fits into your