Trump Accounts: What Changed in October 2026
October brought major changes for the new tax-advantaged investment accounts for kids
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We want you to know
Who Gets the Keys After the Party?
It is important to revisit key documents that guide decisions in the event of death or incapacity.
Buying and Selling a Car: How to Make a Better Decision
Buying a car is a practical and emotional purchase. Let’s discuss best practices.
Financial Priorities in Your 50s: Fine-Tune Your Retirement Plan
Retirement begins to feel closer in your 50s, which is an important time to focus on your retirement goals.
Funerals, Family and Ice Cream Sundaes
Separate from estate planning is to plan your Last Big Event – your obituary, funeral and celebration!
The Intangible Value of a Financial Planner
Let’s discuss the valuable things a financial planner provides.
Financial Priorities for Your 40s: Build Wealth and Plan for Retirement
Much like your 30s, your 40s are often busy and filled with competing financial priorities. By now, you likely have your financial basics covered, so you can refine your plan and focus on your most important goals. This is also…
QCDs: One of the Tax Code’s Best-Kept Secrets
A QCD allows an IRA owner, at least age 70½, to direct money from an IRA to an eligible charitable organization.
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