An Introduction to Trump Accounts In 2025, Trump Accounts were introduced as part of The One Big Beautiful Bill Act (OBBBA). As of July 4, 2026, they’re officially live and available for parents to start signing up. If you or someone you know has a child under 18, recently welcomed home a newborn, or might […]
When affluent families think about protecting their wealth, they often focus on investment performance, taxes, estate planning, and insurance. Those are all important, but some of the biggest threats to long-term financial security aren’t found in an investment portfolio or covered by an insurance policy. More often, they’re caused by life itself: caring for aging […]
If you have a student in grades 8–12, you may be thinking: How much can we afford? Which schools make the most sense? And what will paying for college mean for our retirement and lifestyle goals? This 1-hour webinar is designed to help families answer these questions with clarity and confidence. Thank you to our […]
Raising a family means balancing today’s needs with tomorrow’s uncertainties. That’s why we teamed up with The Parents Estate Planning Law Firm to host a webinar on the key steps young families can take to build financial security and peace of mind. In this one-hour session, Lianna Deprey of Wingate Wealth Advisors and estate planning […]
Though you’re still years (maybe even a decade or so) from retirement, it’s important to acknowledge that someday, your business will need to operate without you. Business exit planning is an important component of owning a business, yet it often falls on the backburner until owners are just about ready to sell. But when you […]
For so many parents, watching their children grow into blossoming young adults with new passions, goals, and a sense of independence is incredibly rewarding. At the same time, this may be uncharted territory for your family, a stage of life that hasn’t yet been traversed. Most young adults or teens aren’t quite ready to fly […]
As we approach the anticipated sunset of the Tax Cuts and Jobs Act (TCJA) in 2026, you may be wondering whether now is the time to make adjustments to your tax, estate, or investment strategy. Although planning ahead is tempting, tax laws often shift based on government policies. Given the original TCJA was enacted during […]
Massachusetts is home to many prestigious private schools with a wide range of focuses. From religious teachings to college preparation, individual assistance with learning disabilities, and more, there is no shortage of alternative educational institutions to consider for your child—especially if you have a unique goal or objective in mind. Below we’re exploring the common […]
On September 18, 2024, the Federal Reserve lowered the target range for the federal funds rate by half a percentage point—marking the first time in four years the rate hasn’t been raised or kept the same. In an issued statement, the committee said it has “gained greater confidence that inflation is moving sustainably toward two […]
If you are like most taxpayers, you probably want to reduce your tax bill this year. While tax deductions are more commonly used, wise taxpayers also look to tax credits to minimize their tax liability. In this article, we cover the ins and outs of two tax credits available to eligible taxpayers, especially those who […]
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