Most adult children put this conversation off because they are afraid of sounding greedy. Brandy shares the exact words to open it, the three things every family needs to know, and why one slightly uncomfortable conversation now prevents dozens of painful ones later.
Twenty years of maxing out your 401(k) might fund $4,000 to $5,000 a month in retirement. If your family spends more than that today, Brandy Branstetter, CFP®, breaks down where the rest of your savings should go.
A 3% mortgage and a 6.75% mortgage aren’t the same decision. If you’ve been wondering whether to pay off your home early or put that money to work elsewhere, Andrew Comstock breaks down the questions worth asking before you decide.
Beginning in 2026, retirement account “catch-up” contributions from high earners are required to be after-tax Roth contributions and will no longer be tax-deductible. Learn how you can strategize around this change and still meet your objectives with guidance from Beyond Wealth.
Putting money toward your children’s college education? Many parents do. But how much is enough? Our latest post takes a closer look.
Your 40s are a pivotal point in your financial life. With many competing objectives, what should you be doing at this stage to elevate your financial game plan? Read our case study about potential strategies you could use with guidance from Beyond Wealth.
Working by choice, not by need? When can that happen? Learn how to determine when you have enough to walk away (or not!) from the working world with our Four Point Action Plan to enjoy financial freedom.
The silent but deadly creep that steals your money. Learn the smart moves to prevent losing your wealth, especially when the economy sours.
Debt can be an effective tool to build wealth—but only if used intelligently. Learn the difference between “good” and “bad” debt and how to use debt strategically to reach your financial objectives.
What’s your 2025 Financial Vision? Don’t miss out on these professional tips.
