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Thought leadership series
Free $1,000 for your kid? Parents, don’t miss this.
Free $1,000 for your kid? Parents, don’t miss this. There’s a brand-new account type for kids (aka “Trump Accounts”) and if your child was born between 2025–2028, the government kicks in $1,000 to get investing started. But here’s the question parents should be asking. Is this account automatically better than a 529, Roth, trust, or other custodial account? Short answer is it depends. But it’s definitely another option we should consider. In this quick video we break down: ✔️ How these accounts actually work ✔️ Who qualifies for the free $1,000 ✔️ How this fits alongside Roths & 529s ✔️ And when this makes sense vs. when it doesn’t If you had a baby in 2025, please don’t sleep on this. Of course, if you had a baby in 2025, you may not be getting that much sleep anyway. We’ll continue breaking down Trump Accounts vs. 529s vs. Roths vs. trusts in future videos. As always, make sure you are working with a trusted advisor to determine which tools and strategies are best for you. Share this with a new parent (or soon to be one). #FinancialPlanning #WealthStrategy #FamilyWealth #ParentMoney #InvestingForKids #TaxSmart #GenerationalWealth #NewParents #MoneyTips #Trumpaccounts #529 #HNW
Thinking about selling a business? The amount you can bank on might surprise you.
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Thinking about selling a business? The amount you can bank on might surprise you.
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