Choosing the best savings account for your children depends on control, taxes, and when they receive access. Compare non-qualified accounts, custodial accounts (UTMA/UGMA), 529 college savings plans, and new Trump Accounts to find the right fit.
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Whether you are a college student or a career changer, it can be a very difficult decision when choosing what field you want to pursue and work in for potentially the next 30+ years. We believe your career choice is one of the most significant factors that influence the direction of your overall financial plan.
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With the passage of the new federal tax bill — dubbed the “One Big, Beautiful Bill” — there are some significant tax and financial changes on the way. This legislation makes permanent or expands many of the provisions originally introduced under the 2017 Tax Cuts and Jobs Act, which were previously set to expire after
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On Independence Day 2025, President Trump signed the Big, Beautiful Bill into law. This blog, among other content, will be used to help relay some of the important changes to our clients. This post will highlight some of the benefits that are geared towards parents and families that will be implemented due to the passing of
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On July 4, 2025, President Trump signed into law the Big Beautiful Bill, a comprehensive legislative package introducing significant changes to the federal tax code. This legislation marks a new phase in national fiscal policy, with implications for income deductions, tax credits, and reporting requirements for individuals and families. (White House Source) This article provides
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