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A financial advisor and new dad breaks down Trump Accounts: the $1,000 seed money, 529 comparison, Roth conversion strategy, and whether one suits your family.
As parents approach their retirement years, they often grapple with the task of writing their wills and deciding how to allocate their assets among their children. One of the most pressing questions that arise is: should children be treated equally in a will?
We are nearing the end of a challenging year for families and individuals across the United States and globe. Together we have experienced a widespread pandemic, civil unrest, a challenging economic environment, a divisive political arena, but despite all these perceivably negative aspects of the year, we see the hope 2021 brings.
We offer a personalized approach to wealth management.