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Additional Articles
Investing in a Presidential Election Year
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight with uncertainty ahead. It’s a difficult question to answer.
Give Your Children the Gift of Financial Literacy
As a financial professional, I want the next generation (and all generations!) to be prepared to navigate monetary decisions. Thinking of participating? Try sharing a life lesson you had related to budgeting, spending, or goal setting with your children or grandchildren. Financial literacy foundations planted today can reap exponentially over time.
SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Discover how recent legislative changes, including the SECURE Act and SECURE 2.0, are reshaping financial strategies for individuals with disabilities and their families.