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A young couple who saved well but never opened a college fund: a twenty-year education bill of $950,000 on one page, college covered by earmarking investments they already held, and a 529 kept purely for state tax savings, roughly $12,000 captured by passing tuition through.

This week's release: files and sessions move between workspaces, portal invite emails are deterministic and editable with a preview link, Helmsted learns across sessions, and materials can now be built as well-formatted PDFs.

A new client, a stack of operating agreements, and $46,786 back from a tax year that had already ended: a cash balance plan design with a September 15 window.

A 40-year-old eye surgeon, brand new to the firm, whose operating agreements were hiding a retroactive cash balance window: $46,786 of tax back on a closed year, a two-year design worth $91,064, and a CPA-verified timeline to a September 15 deadline.

Drive with search and Ask Helmsted, memory enhancements, per-user audit logs, an account management portal, a richer client portal, and a new workspace UX.

A newly retired couple, a subsidy cliff, legislation still moving, and a new HSA window: the gap years to Medicare on a single report.

A newly retired couple in their early sixties, three years from Medicare, navigating a subsidy cliff, moving legislation, a new HSA window, and a spending rule they agreed to in advance.