Planning Perspective

Planning Perspective

A practical look at the financial decisions that affect your family, your business, and your future.

Financial decisions rarely exist in isolation. Planning Perspective explores the questions behind the decisions—from new financial opportunities and tax considerations to retirement, family security, and long-term planning.

 

Latest Planning Perspectives

Before You Open a Trump Account, Ask This Question

A new financial account can create an opportunity, but the first question is whether it solves a problem you're actually trying to address.

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Why Starting Early Can Matter More Than Saving More
When you're saving for a child's future, time can be one of the most valuable resources you have. Starting earlier may have a greater impact than simply contributing more later.

COMING SOON

Trump Accounts vs. 529: Which One Is Right for Your Goal?
Two accounts can both help you save for a child's future without serving the same purpose. Understanding the goal can help determine which tool—or combination of tools—makes sense.

COMING SOON

When Giving Becomes a Family Conversation
When parents, grandparents, and other family members want to contribute, good intentions create important conversations. Coordinating the giving can help everyone work toward the same goal.

COMING SOON

What Happens When Your Child Turns 18?
Building an account is only part of the planning. At some point, your child will have greater control over the money—and preparing them for that responsibility matters.

COMING SOON

What Families Need to Know Before They Contribute
Before family members start contributing, there are practical considerations around coordination, recordkeeping, taxes, and understanding how those contributions fit into the larger plan.

COMING SOON

 

Why We Take This Perspective

Financial planning is about more than choosing an account.

We believe the best financial decisions start with understanding what you're trying to accomplish. The right strategy considers the tax implications, the people affected, the tradeoffs involved, and how one decision fits with everything else you're doing.

That's the perspective we bring to the questions we explore here.