How to Handle Unused 529 Funds

To save for your child's college education, you may want to choose a 529 plan. Despite how costly college can be, some families still have funds remaining in this plan after their child completes their education. Students may receive an inheritance or gift from relatives, go to a military academy, win a scholarship or choose not to go to college, leaving them with money[...] Continue reading

How Does Multigenerational Planning Work?

How Does Multigenerational Planning Work? With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are essential to consider when creating a plan and legacy. As you continue to grow your personal wealth, it's[...] Continue reading

What Does a Financial Advisor Do?

If you're serious about managing your finances, you'll want all the expertise you can get to stay on track to achieve your short- and long-term goals. Big and small life changes bring an increased need for an adaptive financial plan that can accommodate your life at every stage. A financial advisor can help you create this plan and put it into action. Whether the[...] Continue reading

How to Save for Your Baby’s Future

Written by: Emily Sippel, CFP® | Financial Advisor Saving for your baby's future is a brilliant and selfless act beneficial to both you and your child. Whether you want to save money for college, a car, or another one of life's many milestones, investing in your child's future starts the day they're born. As a new parent, you have many different concerns and[...] Continue reading

Questions to Ask Your Financial Advisor

Written by: Emily Franco, CFP® | Financial Advisor What to Know Before Meeting With a Financial Advisor Deciding to work with a financial advisor is a big decision. After all, they'll be in charge of managing your personal finances and long-term investment strategy. What you do with your money impacts your future. You want to make sure you'll be working with a[...] Continue reading