Parents and grandparents are always looking for ways to support a child’s future. Beginning in 2026, new “Trump Accounts” may offer a tax‑advantaged way to save and invest for children. While details are still evolving, these accounts could become a meaningful part of long‑term planning. Watch our short video and read the full article to learn how these accounts work and what to consider.
The Importance of Beneficiary Designations
An article in the Wall Street Journal serves as a good reminder of the importance of creating and also revisiting your beneficiary designations. Typically, when you buy life insurance, sign up for employer-paid life insurance or open a retirement account, you’re asked to designate either a person or entity to receive the proceeds after you …
