March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

Valentine’s Day is a time to celebrate love and reflect on how it influences every part of your relationship - even finances.  Choosing to keep them separate is a rising trend, let’s discuss.

Per Apple’s new ad campaign: Most people quit their New Year's resolutions by the second Friday in January. Well, how are you doing?

Wait until December, you risk falling into the apathy and distractions common from Thanksgiving to the New Year. Do you want that for your finances?

Open enrollment can be perplexing for many is analyzing High Deductible Health Plans (HDHP) and their tax savings counterpart, Health Savings Accounts (HSAs).

You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.

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.

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.

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