2025 - Motif Planning

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A vacuum cleaner head next to scattered one-dollar bills on a hardwood floor.

How to find the right financial help

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Feeling overwhelmed by open enrollment? How one family found clarity

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Your child’s financial life: What most parents miss and how to get ahead

Person browsing old vinyl records in a wooden crate, representing the search for forgotten retirement accounts

Forgotten 401(k)s: What to do with your old retirement accounts

Young child in a hoodie playing an upright piano from behind, representing early education and financial legacy planning.

How to build generational wealth using the 529 Plan to Roth IRA transfer rules

Digital image blending a professional audio mixing board with a financial stock chart, symbolizing the complexity of managing music and executive compensation

RSUs demystified: How vesting, taxes, and selling really work