Insights

Latest updates, insights, and articles.

Showing 3 articles.
Moving Beyond the "Magic Number"
By Cody Schnipke, CFP®
May 28, 2026 · 2 min read

Moving Beyond the "Magic Number"

Retirement readiness is about more than savings. Learn how income, taxes, spending, and lifestyle shape long-term success.

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

The 529 Evolution

Learn how modern 529 plans can help fund education, career training, professional certifications, and more.

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