Consilium Wealth Group

09/02/2026

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Use the tax code to your benefit for a loved one’s education.

08/31/2026

Please help us wish Financial Advisor, Adrian Johnson, a very happy birthday today!

08/28/2026

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition.

Key steps to consider ahead of your first tuition payment.

08/26/2026

08/24/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

08/21/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

08/19/2026

Downsizing isn’t just a move — it’s a meaningful life transition.

While it can bring less upkeep and more flexibility, it also introduces important financial decisions around equity, taxes, and lifestyle changes.

This article outlines what to consider before making a move.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

08/12/2026

For many, retirement is about seeing more of the world. ✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

08/10/2026

Monthly Employee Highlight: Get to know our newest advisor, Adrian Johnson!