Trump Accounts are new tax-advantaged investment accounts for children under 18. Eligible children born from 2025–2028 can receive a $1,000 federal contribution, and families and employers can generally contribute up to $5,000 per year. The money is invested for...
As financial planners, we spend a great deal of time helping clients prepare for retirement by building savings, managing risk, and planning for longevity. This article, “The Retirement Crisis No One Warns You About: Mattering” from the Wall Street Journal highlights...
In today’s digital world, where we’re constantly creating new accounts for everything from banking to social media, a password manager has evolved into much more than a simple tool, it’s become the most critical application on our desktops. It acts...
I find many people drag their feet with college savings and then boom, their child is going to college! Like mine. (The good thing is we squirreled money away.) This article comes from noticing and hearing people ask, “Are 529 Plans Still Worth It?” 529 College...
With a touch of humor, my father often reminded us, “We’re not getting out of here alive.” While his words brought a smile, they carried a profound truth: mortality is inevitable, and planning for the future is essential. Unfortunately, I’m now personally experiencing...
