Q&A on Trump Accounts
When new legislation becomes law, it often raises a number of unanswered questions.
What to Keep in Your Wallet and What to Leave at Home
Is your wallet your personal history museum carrying around artifacts of your life that tell a story or hold some sentimental value?
Make Tax Time Password Update Time, Too
The average person in 2025 has 168 passwords for personal accounts and an additional 87 for work. Just 10 years ago, those numbers were 17 and 9.
Don’t Put Key Financial Documents in Your Junk Drawer
We all have that one drawer in the kitchen where all kinds of junk seem to end up.
Emoji Lingo: A Picture is Worth 1000 Words
Whoever said, “A picture is worth a thousand words,” might be shocked to see the rapid evolution of emojis.
The Emotional Toll of Identity Theft
In less time than it will take to read this sentence, someone in the US will become a victim of identity theft.
The Many Ways to Measure Inflation
It’s a little dizzying how many ways we estimate inflation in the US.
Housing Market Outlook 2026
A home is often a family’s largest asset, so the outlook for the housing market is at the top of mind for many.
Turn the Trump Account for Kids into Something Special
As financial advisers, part of our job is seeing opportunities where others don’t.
The One Big Beautiful Bill (OBBB) Act Explained
With just a few months remaining in the year, it’s a good time to review the 2025 tax law changes to see if you should consider making any 2025 moves while you still have time.
