A new federally created savings account for American children will officially launch on July 4, 2026. Trump Accounts — established under Section 530A of the Internal Revenue Code as part of the One Big Beautiful Bill Act — will...
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There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but...
Autumn is upon us. School is back in session, Monday night football is back, pumpkin spice flavors everything, and open enrollment for Medicare starts October 15th. The good news is that you can review your choices and enroll for...
Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which has some investors keeping an eye out for a late-year visit from Santa. As you can see from the...
For many retirees, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America’s splendor than one of our over 400 National Park Service sites? For over a...
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security and Supplemental Security Income...
October is Cybersecurity Awareness Month and a timely and important opportunity to revisit the everchanging cybersecurity landscape. Fraud and cybercrime are serious threats, so constant vigilance is key. Our firm plays an important role in helping safeguard your assets, but you...
I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need?” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million...
After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not seen in more than a decade. The yield on the 10-year Treasury bond has reached 5% for the first...
In today’s fast-paced world, the need for quicker, more efficient payment methods has become increasingly essential. The Federal Reserve announced on July 20, 2023 the launch of its instant payment system, the FedNow® Service. Designed to provide faster and...