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Making Money Memories

We tend to think about planning in terms of lifespan—how long our money needs to last. But there’s another timeline that matters just as much: our health span—the years when we’re healthy and active enough to enjoy the life, we’ve worked so hard to build.
Sep 14, 2026
Investing

How High Are Your State and Local Taxes

When we think about taxes, it’s typically federal taxes that come to mind. And for good reasons: no matter what state you live in, federal taxes are unavoidable. But where you live still matters. In fact, your state of residence can play a meaningful role in how much of your wealth you ultimately keep over time.
Jul 17, 2026
Investing

Mid-Year 2026 Recap

As we reach the halfway point of the year, it’s remarkable how many headlines we’ve collectively lived through in just six months. War. Inflation concerns. A new Fed chairman. Shifting interest rate expectations. The largest IPO in history. Endless debates about AI, valuations, and whether markets have become too concentrated.
Jul 17, 2026
Investing

Trump Accounts - Is The Juice Worth The Squeeze

You may have seen the headlines about Trump Accounts—the new child savings accounts created under recently passed tax legislation. As is often the case with new planning tools, they’ve generated plenty of interest… and a fair amount of confusion.
Apr 8, 2026