Built to hold A good financial plan often works in the background. It does its work through raises redirected, contributions made on time, conversations had before they became urgent. Until one day, something shifts. And the plan either holds or it doesn't. This month, we're sharing four things we think are worth your attention. A story from a member of our team, about the plan that held when everything else was breaking. A webinar on Thursday on the gap between your tax return and your financial plan. A recap of a night at X-Golf that was about more than golf. And a reminder from Ben Beck, CFP® about the power of compounding, told in three numbers.
