Estate planning was always on my to-do list - until a trip to France made me realize just how urgent it was. Here’s why I finally took action (and why you should too).

Market update, latest features, firm update, and more.

Saving for education can feel overwhelming, but 529 plans offer a tax-advantaged way to set money aside for future education costs. Whether you’re saving for your child’s college tuition or considering ways to fund your own education, a 529 plan can be a powerful tool.

When people think about financial planning, they often picture investment advice—but a financial planner does much more than just manage investments. A good financial planner helps individuals and families navigate major life decisions, reduce financial stress, and create a roadmap for their future.

Mutual funds pool money from multiple investors to invest in a diversified portfolio of assets, offering an easy way to access professional management and broad market exposure. They're a popular choice for retirement accounts and long-term investing.

An ETF (Exchange Traded Fund) is a low-cost investment that bundles multiple stocks or bonds into a single fund, giving you instant diversification and the flexibility to trade like a stock.

Bringing a child into the world is a wonderful, life changing experience. We often hear that kids are expensive, and there are a number of reasons why that is the case. Here, we’ll break down the expenses you should budget for ahead as you’re considering adding a child into your family.