As college costs continue to rise, now is the time to revisit your education savings plan. This article covers smart strategies for using 529 plans, maximizing financial aid and scholarships, and managing student loans—while balancing college savings with your broader financial goals.

Learn why identifying financial gaps is the first step toward true financial security. Discover how the Financial Fire Drill™ helps you organize key documents, clarify decision-makers, and prepare for the unexpected—before a crisis hits.

Investing is an essential component of building wealth and planning for the future, yet many misconceptions can cloud judgment and lead to poor decision-making. Misinformation often spreads through word of mouth, outdated advice, or misunderstood financial concepts.

The market’s been a little rocky lately, and if you’re feeling unsure—you’re not alone. But market ups and downs are nothing new, and they don’t have to derail your plans. In this post, we share a simple way to stay steady during uncertain times, with practical strategies like the “bucket” approach, rebalancing, and the power of staying invested. No jargon, no panic—just a calm, clear path forward.

Financial Readiness resonates with everyday Americans.

It is always about a plan.

Tariffs and what they mean for your investments.