A Fresh Look at 529 Plans

529 plans remain one of the most effective ways to prepare for education expenses while supporting long-term financial goals. In this video, Eric Ashburn, CFP®, CEPA®, CDFA® shares an updated look at how these accounts work and the unique advantages they provide.

[Cup of Joe] Timing the Market vs Time In the Market

Watch August’s Cup of Joe to learn why staying invested matters more than trying to time the market. Joe highlights the risks of missing the best market days, explains why bull markets last longer than downturns, and shares how patience and consistency can strengthen long-term returns.

5 Ways to Navigate Divorce and Back-to-School Season With Confidence

As summer fades and the school year begins, a familiar rhythm returns — fresh notebooks, packed lunches, and earlier bedtimes. But for those going through a divorce, this “back-to-school” season may feel anything but routine. It might mark the first time you’re managing drop-offs and homework alone. Or the first time your children spend part of the week somewhere else.

[Money Moves with Maggie]Should You Open a Trump Account for Your Child?

Are you traveling abroad this summer? With the US dollar weaker in places like the UK, Japan, and France, your money might not stretch as far. In this Money Moves with Maggie, Maggie shares smart tips for protecting your travel budget, from choosing destinations where the dollar still goes further to skipping foreign transaction fees.

[Cup of Joe] Mid-Year Check In

Watch July’s Cup of Joe for a mid-year market check-in. See how different asset classes performed through June 30th and learn why diversification continues to be your strongest defense against volatility. Get insight into what our Investment Committee is discussing, including the role of active management and the hidden risks of sitting in cash.

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[Divorce Source] 4 Steps to Reclaim Financial Freedom After Divorce

Divorce is a significant life transition—and a critical moment to realign your financial life. This 4-step approach is designed to help you take control with clarity, protect what matters most, and move forward with confidence. Because financial freedom isn’t just possible after divorce—it’s entirely within reach.

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