by Jeff Baker | Jul 17, 2026 | Blog
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way. Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether. For parents and grandparents trying to figure out...
by Jeff Baker | Jun 4, 2026 | Blog
Nearly half of investors check their portfolio at least once a day.1 Many of them aren’t reviewing anything. They’re refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is...
by Jeff Baker | May 14, 2026 | Blog
Would you enjoy your retirement more in the U.S. or abroad? That’s not an easy question to answer, and the right answer is different for everyone. After all, we don’t all want the same things in retirement, and we all retire with different resources, agendas,...
by Jeff Baker | May 7, 2026 | Blog
Many estate planning failures aren’t dramatic. There’s no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn’t do what the family...
by Jeff Baker | Mar 26, 2026 | Blog
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.1 It’s another quiet change that could severely impact families trying to maximize their legacies. What Changed Under the New IRS Rules? Under...
