Trump Accounts

Trump Accounts are new tax-advantaged savings accounts for children under 18, designed to help families start long-term retirement savings early, beginning in 2026. Eligible children born between 2025 and 2028 may receive a one-time $1,000 government contribution, with families and employers able to add up to $5,000 per year. The account has limited investment options and no withdrawals before age 18, after which it converts to a traditional IRA owned by the child.

Trump Accounts

How an HSA can be a powerful investment and retirement tool

Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.

How an HSA can be a powerful investment and retirement tool

Does your estate plan account for your digital assets?

Digital assets, like online accounts, family mementos, and important documents, are often overlooked in estate planning but can hold significant sentimental and financial value. Properly organizing and inventorying these assets, with the help of tools like cloud storage and password managers, ensures that loved ones can access them if needed. Including digital assets in estate planning reduces future stress for family members and preserves a meaningful part of your legacy.

Does your estate plan account for your digital assets?

Should your estate plan address addiction?

When creating an estate plan, families may need to address potential substance abuse issues among beneficiaries. Trust provisions can allow trustees to withhold distributions or require treatment if addiction becomes a concern, though some prefer not to include explicit language to avoid stigmatization. Open discussions with advisors can help craft a thoughtful approach that balances protection with compassion.

Should your estate plan address addiction?

Taxation of Investments

Curious about how your investments impact your taxes? Understanding the difference between ordinary income and capital gains, as well as strategies like offsetting gains with losses, could save you money come tax season. This guide covers key tips for navigating investment taxes and maximizing your tax efficiency.

Taxation of Investments