529 vs. Trump Account: Which “Tax-Free” Bucket Should You Fill First?
As a fiduciary financial advisor, the question I am asked most often this quarter is: “Where should I put the next dollar for my child’s future?” For years, the answer was almost always the 529 College Savings Plan. However, with the full rollout of the 530A Trump Account under the One Big Beautiful Bill Act […]
The Great Wealth Transfer: A Guide to Managing and Investing an Inheritance
We are living through what many experts call The Great Wealth Transfer—the largest transfer of wealth in history. Over the coming decades, trillions of dollars will pass from one generation to the next. For heirs, this creates opportunity, responsibility, and risk. An inheritance can change a family’s financial future—but without a clear plan, it can […]