Mica Dauch

As Trump Accounts prepare to launch on July 4, 2026, families can take early steps now to understand eligibility, contribution rules, and how to open and fund these new tax-advantaged custodial savings accounts designed for long-term growth.

Deciding when to claim Social Security is one of the most important retirement decisions you'll make. In this article, Associate Financial Advisor Mica Dauch explains the advantages of delaying benefits, important earnings limits to understand, special considerations for married couples, and how the breakeven age can help guide your claiming strategy.

Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.