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In many high-earning households, one spouse becomes the “financial lead.” They manage the accounts and pick the investments. They file the taxes or collect the

You’re thriving in your career.  Your home is bustling.  Your schedule is busy.  Your tax bill is big.   You’d like to take family vacations

Kevin Janiec, CFP® My niece and nephew spent their spring break on a college tour through the Carolinas. I loved hearing about their experience at

By Kevin Janiec, CFP® Homebuyer’s wishlists are getting bigger.  At least the ones that I know.  And I get it. We need more space to

If you are a parent saving for your child(ren)’s future education, there is a new law within Secure Act 2.0 that you should know about.

by Kevin Janiec, CFP® MBA Will your future self wish you had saved more or splurged more? We’ve met with many retired couples that avoided