Blog

The Biggest Student Loan Changes in Years

Between the SAVE Plan, ongoing court cases, and now the One Big Beautiful Bill Act (OBBBA), federal student loans just changed in a big way. Here's what parents, students, and borrowers need to know.

Casey Bettencourt, CFP® | July 31, 2026

A Retirement Account at Birth? Understanding the New Trump Account

Trump Accounts Explained: What Parents, Grandparents, and Advisors Need to Know

Casey Bettencourt, CFP® | July 2, 2026

Compound Interest: How to Make Your Money Work So You Don't Have To

If you want to build meaningful, long-term wealth, compounding is the engine that gets you there. The sooner you start, and the more intentionally you use it, the more powerful it becomes.

Casey Bettencourt, CFP® | June 29, 2026

The 401(k) Playbook

Your 401(k) is one of the most powerful financial tools available to you, but there are smart ways to make the most of it. This Playbook breaks down employer matching, Roth vs. pre-tax contributions, and simple investment strategies to help you maximize your benefits and build long-term wealth.

Casey Bettencourt, CFP® | May 18, 2026

Credit Cards: How to Use Them Without Letting Them Use You

Credit cards... we love them, we hate them, and we absolutely can't avoid them. In this post, we’re breaking down how to use credit cards without letting them use you, and why this financial tool should create leverage in your financial life rather than fear.

Casey Bettencourt, CFP® | February 13, 2026

Investing 101: The Beginner's Recipe

This Investing 101 post is designed to help you understand the building blocks of investing, from core terms to common strategies, so you can make informed decisions and feel more in control of your financial future.

Casey Bettencourt, CFP® | December 20, 2025