Have you seen the news? There may just be a new retirement plan coming… and it’s being called, you guessed it, the “Trump IRA accounts.” At first, it sounds like something entirely new. But underneath, it’s familiar, actually; it’s an effort to expand access to saving, especially for those without a workplace or employer plan. A Familiar Structure, With a Small Shift This proposal builds on accounts like the Individual Retirement Account, supported by the Internal Revenue Ser

Lately, I’ve noticed something interesting. Even people who rarely talk about stocks seem to light up when SpaceX comes up in conversation. Maybe it’s the rockets. Maybe it’s Elon Musk. Maybe it’s the feeling that we’re watching the future arrive in real time. And now, with growing discussion around a possible SpaceX IPO, many investors are asking the same question: “Should I buy shares?” It’s a fair question. But it’s also the kind of question that deserves a slower answer t

Congrats, Your Kid Got Into College. Now What? A financial advisor's guide to funding higher education, including one strategy most affluent families don't know exists. Congratulations to the Class of 2026! And a special shoutout to the parents out there who just survived four years of college prep, applications, and acceptances. You made it. Go celebrate, you've earned it. But once the confetti settles? It's time to have the money talk. Because how you pay for college matter