Be WELLthy Blog

529 Plans: How to Plan for Merit Aid

By Brett Carolan, CFP® | Feb 23, 2018 |
One of the biggest things parents don’t account for when establishing a 529 plan is the potential for merit aid. If your child receives some form of…
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February 15, 2018 |

A Case Study on Performance Chasing

While we can determine from the aggregate level data that the average investor fails to achieve benchmark-beating performance, it is impossible to determine…
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January 12, 2018 |

Is a Personal CFO Right for You?

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly…
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