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...
“How do I not blow this?” That’s the real question a client of mine asked, though it took him a while to get there. He’d joined a company early, stayed through the ups and downs, and watched a single stock position grow into something worth more than every other line...
I have been a financial planner for more than 20 years. I have helped families think through retirement, college savings, estate plans, and just about every financial transition life throws at you. And yet, until recently, I had completely overlooked one of the...
That’s a question I found myself asking about 18 months ago. I had reconnected with former BlackRock colleagues, Brett and Erica, and was learning about Princeton Global. It had been many moons since we had worked together, and a lot had changed for all of us...
Article at a Glance Behavioral finance starts early: Childhood money memories often shape unconscious beliefs that affect how we save, spend, invest, and define success as adults. Beyond the Balance Sheet: Early financial experiences may reveal more about risk...
April is Financial Literacy Month. Which means everywhere you look, there’s another article, checklist, or post telling you how to improve your financial literacy—save more, invest smarter, optimize everything. But today, I want to do something different. Because in...
