Blog
I Just Had a Baby, Should I Use the Trump Account, UTMA, or 529 Plan?
When you have a newborn, one of the first financial questions that comes up is simple: What’s the best way to start saving for them? Between 529 plans, UTMAs, and now the new Trump Account, there isn’t a one size fits all answer...
Read More
Your Old 401(k) Might Be Quietly Going Nowhere
If you’ve changed jobs at any point, there’s a decent chance you have an old 401(k) sitting somewhere. And I want to ask a question that’s easy to overlook: Do you know what that account is actually doing right now? Not long ago, I...
Read More