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Understanding Trump Accounts: A New Wealth-Building Opportunity for the Next Generation
A new provision in the tax bill creates “Trump Accounts” for babies born between 2025–2028, starting with a $1,000 government deposit and allowing up to $5,000/year in contributions. Invested in a stock index fund, these accounts could grow into millions by age 50 through consistent saving and compounding. With just $50/month, families can give children a powerful financial head start. Learn how to make the most of this opportunity.
Ben Allen
3 days ago4 min read


Financial Aid Chaos: What Is Going On?
College financial aid season is here, but cuts to programs like Pell Grants and Work-Study could shrink student aid. Proposed changes to student loans, including eliminating Parent PLUS Loans, may increase costs for families. Parents should understand aid offers, know what to negotiate, and avoid debt that risks their retirement. Exploring state schools, community colleges, and scholarships can help manage costs. Speak with a financial advisor to plan smart for college.

John-Mark Young
Mar 173 min read


John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services

Whitaker Myers
Jan 232 min read


WMWM College Planning Update: June 2024
Along with the final high school transcript sent to the college committed to, students who have been placed on wait-lists might send a...

Lindsey Curry
Jun 3, 20243 min read


WMWM College Planning Update: March 2024
Not only does March bring green drinks, foul weather, and March Madness, it's also supposed to be the time college acceptances arrive...

Lindsey Curry
Mar 19, 20247 min read


New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

Andrew Young
Feb 26, 20242 min read


How to Stay Ahead of the Game: College Planning Update for December 2023
If a student is accepted by their first-choice college and that college uses the College Board's CSS Profile, a financial aid offer will...

Lindsey Curry
Dec 9, 20235 min read


College Planning Monthly Update: November 2023
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

Lindsey Curry
Nov 11, 20232 min read


Monthly College Planning Update: September 2023
There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

Lindsey Curry
Sep 25, 20235 min read
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