Don’t Make One Kid the Middleman

It’s surprisingly common: a parent leaves everything to one child and simply tells them, “You know what to do—just split it with your siblings.” But here’s the problem—this puts emotional pressure and financial risk on that child. Even if they do follow through, they might trigger unintended tax consequences, especially if the assets aren’t easy… Continue reading Don’t Make One Kid the Middleman

The Education Savings Lineup

Education Savings Options: Picking the Right Tool for the Job There’s no one-size-fits-all approach when it comes to saving for a child’s education. Each family has different goals—some are thinking strictly about college, others are juggling private K-12 expenses, and some just want to build up funds with flexibility. The key is choosing the right… Continue reading The Education Savings Lineup

What do Tariffs Mean for Your 401(k)?

The markets have been shaken recently following the announcement that the Federal Government will implement sweeping trade tariffs on goods imported into the United States. Many are now questioning how these measures might affect their retirement accounts.  Understanding the Economic Rationale Behind Tariffs The White House has justified these tariffs as a strategy to: ·Address… Continue reading What do Tariffs Mean for Your 401(k)?