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. What are they, and how can someone open one? These questions have increased over the last few months with announcements by both the Dell family and, most...
One Big Beautiful Bill’s impact on education planning
The One Big Beautiful Bill Act, known as OBBBA, has far-reaching effects on financial planning, most notably on retirement. One area that doesn’t get as much attention is the bill’s effects on education planning. Currently, there are three primary ways to fund...
Financial Wellness Month
Happy New Year! January is Financial Wellness Month, which is the perfect time to get a jump on your finances for the new year. Starting the year off right, as related to your finances, can help you manage stress and anxiety about money. After all, money is one of the...
Year-end financial to-dos to prepare for the new year
With the holiday season upon us, your to-do list might seem endless. Avoid letting the chaos distract you from your financial to-dos as you prepare for the holidays and look forward to a new year. Year-end strategies, including Roth conversions, qualified charitable...
