Holistic Financial Partners

03/04/2026

Think you're ready to buy your first home? Do these five things before stepping into that first open house. 🏠

https://www.schwab.com/learn/story/should-you-buy-home-5-things-to-do-first

02/25/2026

You put your spending on automatic with monthly subscriptions for music, streaming services, or meal delivery. Why not put your savings on automatic too?

https://www.schwab.com/learn/story/automate-saving-and-investing-save-invest-repeat

02/20/2026

02/17/2026

529 accounts offer a flexible, tax-advantaged way to save for education. Understanding how they work is key to maximizing your education savings strategy.

https://www.schwab.com/learn/story/saving-college-529-college-savings-plans

02/14/2026

Happy ❤ Day!

02/11/2026

Handling financial matters while navigating the emotions of losing a spouse can feel daunting. But by addressing the most urgent financial needs, you can make a clear path forward.

https://www.schwab.com/learn/story/managing-finances-after-loss-of-spouse

02/04/2026

Following a divorce, many clients tell us they feel overwhelmed by new financial responsibilities, but with structured support and clear direction, they discover unexpected financial strength and possibility.

https://www.holisticfinancialpartners.com/beyond-the-settlement-5-critical-financial-steps-to-take-in-your-first-year-post-divorce

01/28/2026

With college costs soaring, many grandparents want to step in to help. Here are three tax-smart strategies to consider.🎓

https://www.schwab.com/learn/story/3-tax-smart-ways-grandparents-can-help-pay-college