Dear Clients and Friends, This Independence Day was a memorable one for our country. The nation celebrated our 250th birthday with countless fireworks, block parties, and multiple FIFA matches. But this Independence Day also ushered in a new era of universal savings for children: as part of the One Big Beautiful Bill Act (OBBBA) passed last year, the creation of Trump Accounts (530A Accounts) became official on America’s birthday. These tax-advantaged accounts will be funded

Dear Clients & Friends, This week, we have a guest writer! Eli Aumiller is a rising junior at Muhlenberg College. We were lucky enough to have Eli with us as an intern this month. He's not only a great guy to have around, but he's also a business major and a huge soccer fan, so of course we asked him to share some insight into the economic implications of the 2026 World Cup tournament. After a long four year wait, The World Cup is finally here in the United States! As we all

Our first quarterly video report is live! Tell us what you think.

This overlooked tax might be an unwelcome surprise.

Dear Clients and Friends, According to Earthday.org, the theme for Earth Day 2026 is “Our Power, Our Planet,” which emphasizes the collective responsibility we share to create and maintain an environmentally sustainable world. We'd like to spotlight a charity near and dear to our clients, Judy and David: The Wood River Land Trust in Hailey, Idaho. With the help of people like Judy and David, over the last thirty-plus years the Trust has preserved more than 27,000 acres of lan

Dear Clients and Friends, Over the past few years, the retirement planning industry has gone through significant changes in terms of legislation (apologies in advance for all the acronyms!). The CARES Act was passed in 2020, followed by SECURE 2.0 in late 2022. And who could forget the behemoth OBBBA that was passed on the 4th of July last year? One of the major hallmarks of SECURE 2.0 has already kicked in and created some confusion for the masses, especially for folks aged