News and Commentary

Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.

Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.

Discover how “Trump Accounts” could help families build long-term wealth for the next generation. This new savings vehicle offers eligible children a federally funded starter contribution, tax-advantaged growth potential, and flexible future-use options beyond traditional education savings plans. Parents, grandparents, and even employers may be able to contribute, creating new opportunities for multigenerational financial planning and early investing. Trump Accounts may provide families with a unique way to jump-start savings for future education costs, home purchases, entrepreneurial ventures, and other long-term financial goals. With the potential for tax-deferred growth and broad contribution flexibility, these accounts could become an important addition to a comprehensive wealth strategy for parents looking to build a stronger financial foundation for their children.