top of page



Jan 155 min read
Beyond the 529: Flexible Financial Options for Your Children’s Future
When it comes to saving for your kids’ future, a 529 plan is a popular choice, especially if you’re thinking about covering educational...


Jan 75 min read
The Ultimate Guide to Funding a 529 Plan: Best Practices, Strategies, and Common Benchmarks
A 529 plan is a highly effective vehicle for saving for education, offering potential tax benefits and the flexibility to support a wide...


Nov 11, 20247 min read
Where Most Financial Planning Tools Fall Short—and Why You Should Adopt a First Principles-Based Approach
Financial planning is often promoted as an essential tool for achieving financial goals. Traditional planning tools are designed to help...
bottom of page