Starting in 2026, families can open 530A accounts — also known as "Trump Accounts" — for eligible children under 18. Learn how they work, who qualifies, contribution limits, and how they may factor into long-term family savings.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Review your legacy approach regularly, particularly following significant life events or legislative updates.
If you’re a business owner, you’ll eventually step away from the company you’ve built. You might cash out to the highest bidder or work out a deal to sell the business to the next generation of your family or even to employees. The question is will you be able to make this transition on your own terms? The reality is that most business owners don’t have a clear, documented exit plan. And if you find yourself among them, you could find it leaves you in a tight spot when it’s time for you to step down.
Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out what to do next can be a crucial question. This is especially true with inherited IRAs, which can be very well funded, but also come with very specific and complicated rules you must follow to unlock the assets within them.
Congress recently passed a sweeping tax and spending policy bill with lots of long-term implications. Much of the news coverage has focused on its difficult legislative path and the potential political, economic, and social consequences. But like many people, you’re probably wondering what this new legislation means for you and your family. The full answer depends on the makeup of your family and the unique details of your finances. We will spend time with each of our clients individually to plot out specific courses of action. In the meantime, we want to highlight a few immediate implications worth considering: