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Holistic Wealth Blog
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Ryan A. Dunn, CFP®
Jan 25, 2023
4 min read
Finding Cash Under the Couch Cushions
Brenden Leese, CFP®
Nov 9, 2022
5 min read
College Saving Amid 529 Declines
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
Jul 27, 2022
4 min read
How Much Money Is Enough?
Brenden Leese, CFP®
Jul 20, 2022
3 min read
Students Now Less Likely To Be Penalized for Grandparent 529s
Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
Jun 15, 2022
5 min read
Downsizing on Your Own Terms
Brenden Leese, CFP®
Apr 13, 2022
5 min read
College Saving Considerations
Ryan M. Vogel, CFP®
Jan 5, 2022
3 min read
Intra-Family Loans and Other Advantages of Keeping Money in the Family
Novi Wealth Partners
Dec 30, 2021
7 min read
A Year In Review: Top Novi Blogs of 2021
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