Should you name your adult child as trustee?
When people sit down to set up a trust, naming one of their adult children as the trustee, or worse, co-trustees, often feels like the obvious choice. They’re family, you trust them, and frankly, they’ll do it for free. I understand the appeal. But over...
Setting a retirement date?Check your health first
Most people approaching retirement spend months running the numbers. They model Social Security claiming strategies, stress-test their portfolios, and debate whether to work one more year. What far fewer pre-retirees do is gather the single piece of information that...
Now is not the time for passive
The debate between active vs. passive investing has been raging on for decades. The majority of the time, passive tends to be the winner in that debate, with some notable exceptions. The truth, however, is that both win at different times. Typically, in times of...
What you need to know about Trump Accounts
Since the passage of the Big Beautiful Bill (OBBBA), we have received a lot of questions about Trump Accounts. We first discussed these accounts back in January when they were initially proposed, but now that they are officially available to open, we wanted to revisit...
