Caitlyn Driehorst 6/11/26 Caitlyn Driehorst 6/11/26

Wisdom from an Aging Parent Concierge Team: Interview with Bonnie Lerner of KinForward

We all know our parents will eventually age and pass — why is it always still a surprise? What can we learn from someone who works with these groups every day? We spoke with Bonnie Lerner, founder of KinForward, which coordinates team support across counselors, caregiver logistics and even death doulas to help adult children take care of themselves while also taking care of parents in the final stages of aging.

Caitlyn Driehorst 4/17/26 Caitlyn Driehorst 4/17/26

Financial Moves For Mothers Who Are Not Married

Navigating finances as a single mom by choice (or otherwise)? Maximize your financial security with essential moves for unmarried moms. Learn about Head of Household status, tax credits, and protecting your income. Build a solid financial foundation for your family today with Rightwise Wealth’s guide.

Caitlyn Driehorst 1/6/26 Caitlyn Driehorst 1/6/26

Front-Load Your 529, Part Two: The “How”

Caitlyn Driehorst 8/27/25 Caitlyn Driehorst 8/27/25

An Inside Peek at How Other People Prenup, with Neptune CEO Sol Lee

Caitlyn Driehorst 8/1/25 Caitlyn Driehorst 8/1/25

Should you be anxious about “overfunding” a 529 account?

Caitlyn Driehorst 7/24/25 Caitlyn Driehorst 7/24/25

Front-Loading Your 529: Pay tuition with investing gains and avoided taxes, not cash (“superfunding”)

There’s two potential buckets of funding for your child’s college tuition: there’s cash, and then there’s investment gains and tax savings. A lump-sum superfunding strategy optimizes for the latter, and the dollars associated with its success may shock you.