Posts about
College & Next Generation Planning
530A Accounts aka "Trump Accounts”: What Families Should Know
Starting July 4, 2026, a new retirement savings vehicle for children became available under Section...Saving for Your Kids vs. Saving for Retirement
Deciding how to allocate money between college funding for your children and your retirement...Is It Too Soon for Life Insurance?
For many young professionals, life insurance can feel like something to worry about later, after...Financial Life Hacks for NextGen in a Challenging Economic Environment
Perpetual demands on discretionary funds are fierce for all clients but knowing how to allocate...Gen Z’s Big Risk Mistake
Gen Z is fighting an uphill battle, and we know it. Inflation is consistently outpacing wages each...2025 Year in Review: Impactful Changes for Next Gen Planning
If 2025 taught us anything, it’s that change is constant. Families with young children already have...Generational Wealth - A Legacy of Intention
Generational wealth isn’t about creating endless riches. It’s about creating opportunity — giving...Raising Generous Hearts: Engaging Kids in Family Giving
As we move into the final months of the year, charitable giving naturally becomes a focus for many...How to Talk About Cybersecurity with Your Family and Why It Matters
In today’s digital world, cybersecurity is a life skill. From managing passwords to recognizing...