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Trump Accounts — Jumpstarting the Next Generation’s Financial Future
Trump Accounts are a new, government-backed investment tool designed to give children a powerful financial head start. With a one-time federal seed contribution, tax-deferred growth, and long-term investing in broad U.S. stock market index funds, these accounts harness the power of time and compounding. For parents and grandparents, Trump Accounts offer a forward-thinking way to build financial confidence and opportunity for the next generation.

John-Mark Young
Jan 14 min read


529 Plans vs UTMA: Making Smart Choices for Education Savings
Choosing between a 529 plan and a UTMA account can shape your child’s financial future. 529s offer tax-free growth for qualified education expenses, while UTMAs provide flexibility for any use benefiting the child. A balanced approach—starting with a UTMA and shifting to a 529—can mix tax benefits and preserve eligibility for education tax credits. Saving just $166 per month from birth can grow to $65,000–$100,000 by age 18, giving your child a strong start in life.

John-Mark Young
Oct 14, 20258 min read


College-Bound: Conversations, Checklists, and Financial Clarity
Preparing for college goes beyond dorm shopping—it’s about finalizing paperwork, having key conversations, and setting a strong financial foundation. From budgeting and insurance to emotional readiness, families can ease the transition. With the One Big Beautiful Bill Act reshaping college financing, thoughtful planning is crucial. Whitaker-Myers offers tools, guidance, and consultations to help students start college with confidence.

Whitaker Myers
Aug 11, 20253 min read


Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

John-Mark Young
Sep 2, 20236 min read
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