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.'

Rita Boccuzzi 8/23/26 Rita Boccuzzi 8/23/26

Back-to-School: Beyond Backpacks and Tuition

Today, many families are exploring financial strategies that not only support long-term growth but also provide protection and flexibility along the way.

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.