5 Ways to Prepare for College Expenses

5 Ways to Prepare for College Expenses

Did you know that saving for college is the #1 worry of families with children? But only 17% of families are saving for college expenses. Within this post, I hope to alleviate some of the concerns you have about funding college — especially if your child is in high school.

6 Reasons to Attend a Conference

6 Reasons to Attend a Conference

We’re only halfway through the XY Planning Network (XYPN) conference, and I have already learned six key lessons.  We are part of a broader movement: bringing real financial planning to people, regardless of age or asset level.  The professional organization began in 2014 with 30 founding members and is #168 on Inc. 5000’s list of fastest growing private companies in 2018, with roughly 750 current members.