We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Trump Accounts Explained – Part 2

New Trump accounts are now open for enrollment, and the question we’re hearing from clients isn’t whether they’re worth considering. It’s how they stack up against the accounts families have already been using for years, 529 plans, UTMA and UGMA custodial accounts, brokerage accounts, and Roth or traditional IRAs for kids. This episode is the follow-up to our first Trump accounts conversation…

Trump Accounts Explained – Part 2

This is part 2 of our conversation with Taylor Wolverton, CFP®, Enrolled Agent, our Director of Financial Planning and Tax Strategy on this topic. New Trump accounts just became available, and parents and grandparents we’re talking to want to know how they stack up against the accounts that already exist: 529 plans, UTMA and UGMA custodial accounts, plain brokerage accounts, and Roth or traditional IRAs for kids.