savings

Kid Capital — Investing for Future Generations

Kid Capital — Investing for Future Generations

A question we commonly hear from our clients is, how can I best save money for my child or grandchild’s future? Starting in July, families have a new option to consider: 530A accounts, also called Trump accounts under the law.

Lago on KOIN Wallet Wednesday

Lago on KOIN Wallet Wednesday

Mary Lago, CFP®, CTFA, shares tips for Gen Z and how they can plan for savings and retirement.