Financial Planning

A mother leans over to help her young son with homework at the kitchen table, representing how 529 plan savings can support a child’s future education.

10 Rules for Superfunding a 529 Plan in 2025

Our guide details the 10 essential rules for superfunding a 529 plan in 2025, helping you transfer wealth and secure your child's education.

Image of a family on the street with their child cycling with them.

How the $1000 ‘Trump Accounts’ for Kids Will Work

Trump Accounts offer a tax-advantaged way to help children build wealth—learn who qualifies, how contributions grow, and what families can do now to plan ahead.

Silhouette of a mother joyfully lifting her child into the air at the beach during golden hour. The sun sets in the background, casting a warm, glowing light across the ocean and sky.

Set Your Kids Up for Success: What You Need to Know About 529s and Education Savings

Learn how 529 plans help you save for your child's education with tax advantages, flexible options, and long-term growth—even if college isn’t the path.

How to Use FIRE to Retire Early

Learn about the FIRE movement, calculate your FIRE number, and explore tax-efficient strategies to retire early.

A family stands together in a field at sunset, symbolizing unity, legacy, and generational planning—key themes when considering revocable and irrevocable trusts to protect family wealth.

Revocable vs. Irrevocable Trusts: Which Is Best for Protecting Family Wealth?

Not sure which trust is right for your family? Explore the pros and cons of revocable vs. irrevocable trusts for asset protection and estate planning.

U.S. Net Worth by Age: What the Data Shows [Updated for 2025]

How much wealth does it take to be above average in the U.S. today?

A Guide to the Foreign Earned Income Exclusion (FEIE)

Learn how the Foreign Earned Income Exclusion (FEIE) can reduce your U.S. tax burden when living abroad. Explore eligibility criteria and practical strategies.

clients meeting with a financial advisor

How Much Does a Financial Advisor Cost? (Updated for 2025)

Financial advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs and fee arrangements of financial advisors in 2025.

a financial advisor meeting with a client

How Business Owners, Entrepreneurs, and Founders Can Manage Wealth

In this guide, we provide 10 wealth management strategies for business owners and startup founders to aim to secure their financial future.

a real estate agent handing over the keys to a new homeowner

First-Time Homebuyer Guide: Tax Benefits & Financial Planning Tips

Buying a home is a big decision. In this article, we guide you through the home-buying process, funding your down payment, creating a homeowner's budget, and the various tax breaks you may qualify for after buying a house.