Insights

Latest updates, insights, and articles.

Showing 3 articles.
Moving Beyond the "Magic Number"
By Cody Schnipke, CFP®
May 28, 2026 · 3 min read

Moving Beyond the "Magic Number"

Many investors focus on reaching a specific retirement savings goal, but true retirement readiness depends on much more than a number. Learn how income planning, lifestyle choices, taxes, and long-term sustainability shape a successful retirement.

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The 529 Evolution
By Adam Bray, CFP®
May 20, 2026 · 3 min read

The 529 Evolution

Recent legislative changes have transformed 529 plans from traditional college savings accounts into flexible tools that can support K-12 education, career training, professional certifications, and even retirement planning.

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The Power of Doing Nothing: Why Consistency Trumps Reactions in Investing
By Adam Bray, CFP®
May 20, 2026 · 3 min read

The Power of Doing Nothing: Why Consistency Trumps Reactions in Investing

Market volatility can tempt investors to make emotional decisions, but history shows that consistency and discipline often outperform attempts to time the market. Learn why staying the course may be one of the most powerful investment strategies available.

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