You’ve probably heard about “Trump Accounts” — officially Section 530A accounts — a new savings and investment vehicle for minor kids that opened for contributions on July 4, 2026. And they’re already generating a lot...
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When you sell an investment for more than you paid for it, the profit is called a realized capital gain — and the IRS wants its share. Understanding how these gains are taxed is one...
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This summer highlighted something I already knew but felt freshly. I watched my son get married — a day years in the making, one of the happiest of my life. Within those same months, I...
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In this article, Allison Donaldson, CFP®, explains what to do after inheriting $1 million or more, including the financial decisions that should come first, the tax and asset complexities you may need to consider, and...
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Fraud today rarely looks like a stranger breaking in. It looks like a convincing phone call, a familiar-looking email, or a text message that seems to come from your bank. The good news: most of...
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A broad group of companies carried the U.S. stock market to a 10.9%1 return in the first half of 2026. Over the past three years, seven technology companies—the so-called “Magnificent Seven”—accounted for most of the...
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You’ve probably had the conversation—maybe over dinner, maybe on a long drive — where the future comes up and kids enter the picture. It’s exciting. It’s also, if you’re being honest, a little terrifying. The...
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Many workers in their 50s are behind on retirement savings, but for those who have the capacity to put more into retirement accounts during this time, catch-up contributions can increase retirement readiness. In this article,...
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Most people assume their financial advisor is required to put their interests first. The type of advisor you work with, and the standard they follow, shapes how advice is given, how your advisor is compensated,...
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Retirement can feel abstract when it’s decades away, and overwhelming when it’s suddenly around the corner. What matters most is knowing which moves to make right now — wherever you are. The best time to...
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