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Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start
May 5, 2026

If you’re a parent or grandparent thinking about your child’s long-term financial future, the new Trump accounts could be one of the most interesting tools to hit the market in years. They’re not a replacement for 529 plans or Roth IRAs, but they offer something unique: the ability to start serious, tax-advantaged investing the day a child is born—without needing earned income. Here’s the straight talk on how they actually work, where they shine, where they fall short, and—most importantly—how s
Why Family-Owned Firms Often Serve Investors Better Than Big Corporations
Mar 17, 2026
Here’s a Strategy on Starting Your Financial Journey
Aug 23, 2024

We have competing needs when it comes to our money. Economics can sometimes feel like we don't have an option to begin our investment journey, which can lead to some cynicism about the future. For those in the savings routine without a plan in place, it can feel like you're being oversold on products and services. Taking a hard look at where you are informs your approach to look forward. Take a look at today's blog and feel some comfort knowing that this journey doesn't have to be a struggle.
Indecision and Indigestion – The Beauty and Terror in Not Knowing
Aug 9, 2024

Now for something light. This apt and unconventional comparison sheds some light on your own needs with respect to your preferences. Foods are a necessity - that's a fact. But foods, like a multitude of other necessities in life, can be tailored to intended purpose and preference. Read on to discover how your own combinations of preferences and outcomes can inform your future investments.
Don’t Beat Yourself Up! How to Plan for Your Financial Future No Matter When You
Jul 21, 2024

Planning for your financial future takes a variety of forms, and there are many shared elements between individuals like retirement planning and budgeting. What matters is that your start your planning journey, not that your started early. Read on to discover elements that make help make a financial plan successful.
A Financial Advisor’s Thoughts on The Gentle Art of Swedish Death Cleaning
Jun 17, 2024
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