Shawn Greenland, Investor First Wealth Managment

10/28/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

10/27/2026

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.com.

That makes things simpler for a lot of families. It's rarely a true either-or decision. Many households end up using both accounts, each one doing its own job. If you're weighing how Trump Accounts and a 529 might fit your family, bring it up the next time we talk.

#529

10/23/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

10/21/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

10/20/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

#529

10/14/2026

Do you know what all those emojis you keep seeing in your text messages mean? Here's a handy guide.

Do you understand these common mobile slang terms?

09/30/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

09/23/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

09/16/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

09/09/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.