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Trump Accounts Are Now Open - What You Need to Know
A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part...
Read MoreThe Retirement Conversation Couples Keep Avoiding
As financial professionals, we spend much of our time helping our clients prepare for retirement. By the time most of our clients are within a few years of retirement, their savings are there, their investment accounts are in order,...
Read MoreWhat Would You Do With a Windfall?
After years of walking clients through inheritances, business sales, bonuses, and liquidity events, we have seen how these moments unfold in remarkably consistent ways. There is almost always a boat, or something like one. A vacation...
Read MoreHalf of Parents Are Still Funding Their Adult Kids: Here's What It's Costing Them
Why Does Graduation Matter to Parents' Finances? \ Graduation season is one of the most emotionally charged times of the year for families. But beneath the caps, gowns, and celebrations, something happens financially that often goes...
Read MoreContinuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
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When Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreThe Problem with Financial Advice on Social Media
Financial advice has never been more accessible—or more dangerous. Platforms like TikTok, Instagram, YouTube, and even LinkedIn, are flooded with short-form “money tips” that promise fast results, total confidence, and simple answers....
Read MoreWhat Every Household Needs to Know: Key Tax Changes in the 'Big Beautiful Bill'
The “One Big Beautiful Bill” (signed in July 2025) introduces a number of important changes that affect everyday taxpayers, not just the wealthy. First, the standard deduction is raised for 2025: single filers can claim $15,750, and...
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Understanding the Social Security Fairness Act of 2025
In early 2025, Congress passed the long-debated Social Security Fairness Act, a major legislative step that repeals both the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These two provisions, in place...
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Choosing the Right Retirement Plan: A Guide for Business Owners
Offering a retirement plan is one of the most powerful ways to attract and retain top talent, support your team's long-term financial security, and create valuable tax advantages for your company.
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2025 Budget Debate: How Proposed Tax Changes Could Affect Your Finances
Learn how the 2025 federal budget proposals—such as extending Trump-era tax cuts and eliminating taxes on tips—may impact your taxes, investments, and financial plan.
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China's Unfair Trade Practices: A U.S. Perspective
Over the years, the United States has consistently expressed concerns over a variety of trade practices employed by China, which are viewed as unfair and harmful to global economic competition. These practices span intellectual...
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Top 5 Strategies for Managing Your Portfolio During Market Volatility
Market volatility is a natural part of investing, but with the right strategies, you can protect your portfolio and stay focused on your long-term goals. One of the most effective ways to manage risk is diversification. By spreading...
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Ask Your Parents About their Long-Term Care Plan Because it Might be You…
I am writing to you live on Halloween, and I have come to tell you a scary story. Years ago I was sitting with a couple I had been introduced to by another client. We were getting acquainted and talking through their goals and...
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Hoping to Retire Before Reaching 60? Read This First!
With the advent of the Financial Independence, Retire Early (FIRE) movement, more and more clients are asking us to help them plan for an ‘early’ retirement. But what does ‘early’ really mean? According to a recent Forbes article, the...
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The Elusive Balanced Life
“Balance is the perfect state of still water. Let that be our model. It remains quiet within and is not disturbed on the surface”—Confucius Balance is something we are all seeking in one way or another. It is intrinsic to productivity,...
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