by Shauna Newton | Jul 7, 2026 | Financial Planning
Trump Accounts, also called 530A accounts, are a new type of tax-advantaged investment account for children who are under 18 for the entire calendar year the account is opened. If the child was born between January 1st, 2025, and December 31st, 2028, the US Treasury...
by Shauna Newton | Jul 7, 2026 | Financial Planning
For many young adults, saving money can feel complicated and overwhelming. Whether it’s saving for the down payment on a home or the purchase of a new car, the prospect of even knowing where to start can seem insurmountable. By applying a simple “three buckets”...
by Shauna Newton | Apr 25, 2025 | Financial Planning, Retirement Planning
Financial planning is not a one-time task but an ongoing process that evolves alongside your financial situation and goals. Whether you’re focused on building wealth, protecting what you’ve accumulated, or planning your legacy, a well-structured financial plan helps...
