Life is constantly evolving, and moments once passed cannot be relived. Embracing experience spending encourages individuals to seize opportunities to enjoy life while they can.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.   

Evan Walsh of Community Advocate shares our story and how PlanDynamic specializes in helping “sandwichers”, the roughly 15 million people in the U.S. managing young children and aging parents.

Retirees view risks differently, but the greatest risk is behavioral. Let’s discuss a sustainable and tax-efficient approach to retirement distribution strategies.

Many use Frugal February as a month to not spend. While noble, how sustainable is this for improved outcomes Instead, let’s discuss actions that provide yearlong benefits plus a better time to start. 

Starting the New Year with the same old resolutions? Let’s recognize questionable resolutions, including three destined for failure, plus what should be considered for successful planning outcomes. 

The Magnificent Seven have gained 71% this year while the other 493 stocks in the S&P 500 have gained just 6%. 

Before celebrating a victory for the Commonwealth by echoing legislators that this “doubles the previous threshold”, understand there are only 12 states in the U.S. that still tax estates.

IRS steps in and delays an important aspect of Secure Act 2.0 passed by Congress last December.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess.