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Expand your career,
skills + spiritual life.

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Erica Mathews, CFP® 1/21/26 Erica Mathews, CFP® 1/21/26

Keeping Track of Your Finances

Are finances on your 2026 New Year’s Resolution list? Regardless of your goal or resolution, you will need to track your finances to know where you are now, monitor progress, and measure success. Tracking finances can be difficult, time-consuming, and boring, but there are some ways to make it less burdensome.

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.