Here’s What We Think

Luke breaks down what RMDs are, how they work, and what they mean for retirement planning.

Should your kids know how much money you have? It can be a difficult question. Mason shares why it’s less about knowing every detail and more about making sure your family understands your wishes and the plan you have in place.

Trump Accounts are here, but are they a smart choice for your child? Jandin breaks down what you need to know, from contribution rules and tax treatment, to how these accounts compare with other savings options.

Looking for a smarter way to give? Mason talks about the benefits of Qualified Charitable Distributions and how they can help turn IRA assets into meaningful, tax-smart charitable giving.

When kids start earning money, especially from summer jobs, it’s a huge opportunity. Not just to build savings, but to build financial clarity and habits that can last a lifetime.

Nick breaks down what’s happening in today’s market and why short-term swings are completely normal. Staying disciplined and trusting your long-term plan is key.