by Ashlee Desteiger | Jan 27, 2026 | Technical Topics
Between custodial accounts, Roth IRAs for kids, 529 plans, and now proposed “Trump accounts,” parents have more ways than ever to save for their children. More choice sounds good — until tax rules start colliding. The biggest mistakes in this area aren’t about picking...
by Ashlee Desteiger | Nov 20, 2025 | Technical Topics
The IRS recently announced key contribution limit changes for 2026 for IRAs, Roth IRAs, employee-sponsored plans, and Health Savings Accounts (HSAs). While the increased IRS contribution limits are helpful, they are largely incremental. They reflect cost-of-living...
by Ashlee Desteiger | Oct 27, 2025 | Technical Topics
Gold prices jumped more than 60% this year, climbing above $4,300 per ounce. It’s no wonder people are asking, “What’s going on?” and “Is this time any different?” Let’s attempt to make sense of the recent gold rally and currency concerns. Some say it’s...
by Ashlee Desteiger | Sep 23, 2025 | Technical Topics
Understanding Key Real Estate Investment Terms Real estate investments can be an excellent way to build wealth, but the language of real estate investing often feels like alphabet soup—cap rate, IRR, equity multiples, cash yield. For new and even experienced...
by Ashlee Desteiger | Aug 25, 2025 | Technical Topics
Health care costs continue to rise with no signs of slowing down. This makes health care one of the most significant expenses you’ll face in retirement. A person retiring at age 65 today may spend approximately $165,000 on healthcare during retirement. For...
by Ashlee Desteiger | Jul 25, 2025 | Technical Topics
One Big Beautiful Bill Act: What You Need to Know On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a comprehensive tax and spending package that reshapes numerous areas of U.S. fiscal policy. Here, we break down key items that...
