financial planning

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.

Disabilities are more common than you think

Disabilities are more common than you think

If you underestimate your risk of disability, you’re not alone … only 10% of individuals accurately estimate their chance of disability.  Learn more about short and long-term disability insurance.