A young woman with curly hair, glasses, and a yellow shirt holding a red folder and backpack, standing indoors near wooden columns and decorative windows with bright light shining through.

Expand your career,
skills + spiritual life.

A woman reading a book open to the page titled 'Proverbs.'

Laryn Weaver 5/11/26 Laryn Weaver 5/11/26

The Value of a Master’s Degree

The illiterate of the future will not be the person who cannot read. It will be the person who does not know how to learn. - Alvin Toffler

Erica Mathews, CFP® 11/8/25 Erica Mathews, CFP® 11/8/25

529-to-Roth Rollovers – What are they?

One of the most common college savings vehicles right now is a 529 plan. While 529 funds never expire and can be passed on to another family member by the account owner, circumstances sometimes arise where the account owner would like the money to remain the beneficiary’s. This is where the 529-to-Roth rollover over could make sense.