Financial Planning

For decades, when someone asked, “What do you do?” the answer was easy. You were a teacher, a surgeon, an engineer, a business owner. The job was a shorthand for who you were, and you didn’t have to think much about it. Identity in retirement starts with a small but surprisingly weighty question: what do…

What are Trump Accounts (530A IRAs)? And how do these investment accounts for children compare to other, popular accounts? Our article and comparison chart explain. Trump Accounts: Are they right for your family? A guide to the new child investment accountDownload

Take a holistic approach to managing inflation, and other investment recommendations for the second half of 2026. AndPartners Prism 2026Download

The largest IPO in history is here. Explore the key drivers, market dynamics, and investment implications of SpaceX’s debut. Rapid-Response_SpaceX-IPO_061126Download

Scams are getting more sophisticated, but you can take steps to help protect yourself. Learn how to spot fraud and stay safe. Preventing Fraud Download

Ask any happy retiree what they love most about this stage of life, and you’ll rarely hear them talk about their daily routine. They’ll talk about the Tuesday afternoon they drove three hours to see an old friend, the impromptu dinner with neighbors who texted at 5 p.m., or the morning they decided to skip…

 Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns and maximizing QBI deductions. &Partners Leader of Advanced Planning Matt Doran joins Steven A. Jarvis, CPA, on the Retirement Tax Services podcast for a lively conversation about intentional tax planning. The discussion revolves around the benefits…

If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act and signed into law in July 2025, they’re a new federal investment vehicle for children, with a notable hook: a $1,000 government seed deposit for eligible newborns.5 The question worth…

Retirement opens up the time to try new things. The question is what to do with that time. Gardening in retirement has become one of the most popular answers, and for good reason. It gets you outside, gives you something to tend to each day, and produces results you can see. And in the case…

When markets swing sharply, the instinct to do something feels almost overwhelming. People check their balances more often. They sometimes move money to cash. These reactions are completely understandable, and they’re also among the most reliable ways to turn a temporary market decline into a permanent loss. Staying calm during market volatility isn’t about ignoring…