As early as the early 17th century, scholars began using the phrase “In this world nothing can be said to be certain except death and taxes.” A few hundred years later, not much has changed. Sure, people now have ways to reduce taxes, and some societies don’t charge...
530A accounts, commonly known as Trump Accounts, are a new tax-advantaged investment account designed to help children build long-term wealth. While they offer unique benefits, they also come with important rules and planning considerations that families should...
Whether you’re approaching retirement or have just stepped into it, you may notice the market feels a bit more personal these days. If you’ve found yourself checking the stock market more often lately, you’re not alone. For decades, your focus has been to save, save,...
One quality we value at Jacobson & Schmitt Advisors (and believe is often underappreciated by many investors) is the tenure of a company’s leadership, or how long individuals have served in their roles. Longer CEO and leadership tenures offer significant...
When can I retire? This is a question we help people answer all the time, and is, in fact, one of the most common (and important) questions we hear. There is no universally “best” time to retire; it’s really what is best for you! However, here are some things to...
Few topics touch every family as deeply as aging. Whether it’s planning for your own future or helping a loved one stay comfortable and independent at home, “aging in place” often becomes a central part of the family conversation. The goal isn’t just to avoid a move...
