Certus Wealth Management Blog

Certus Wealth Management Blog

Strategic College Planning: How to Navigate 529s and Other Education Savings Options

5 Smart Steps to Strengthen Your Financial Strategy Mid-Year

Making Sense of Markets: A Guide to Emotional Decision-Making

5 Ways to Enhance Your Financial Wellness in 2025

7 Financial Moves to Consider Before 2025

National Adoption Month: Financial Considerations & Resources

Elections & Your Financial Strategy: Navigating the 2024 Political Landscape

Tech-Driven Wealth Management: Maximizing Your Financial Success

Expanding Our CPA Network: A Win for Your Financial Health

Teaching Kids About Money: Building Strong Financial Habits from a Young Age

Why Estate Planning is Crucial for Your Financial Future

Maximizing Financial Security: Understanding the Essentials of Insurance

All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the report. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual or on any specific security. The material has been gathered from sources believed to be reliable; however, Certus cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Certus does not provide tax, legal, or accounting advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always, please remember that investing involves risk and possible loss of principal capital, and past performance does not guarantee future returns; please seek advice from a licensed professional.