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Trump Accounts: New Ways to Support a Child’s Financial Future
Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.

Whitaker Myers
Jul 205 min read


A smarter college savings strategy can create opportunities far beyond tuition.
When it comes to saving for a child’s future, flexibility matters. In this article, Associate Financial Advisor Joseph Browning shares why UTMA accounts can be a powerful alternative to traditional college savings plans, offering families greater freedom to use funds for education, life expenses, and long-term financial opportunities.
Joe Mains
May 273 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
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