Many people think about taxes once a year — when April rolls around and it's time to file.
By then, the year is already in the rearview mirror. The decisions
Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.
Depending on the article, they sound like a college fund, a
It rarely starts calmly.
A headline breaks. Markets react. Another update follows—then another. Before long, the story feels like it’s shifting by the hour.
And
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.
The plan is right there in the drawer
Nearly half of investors check their portfolio at least once a day.1
Many of them aren't reviewing anything.
They're refreshing a number. Watching it move
Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.
Then comes a quieter assumption
