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Walking away from something that has brought so much meaning, purpose, and fulfillment to your life is not easy. I began to consider a retirement timeline at age 56. At that time, I certainly wasn’t ready to retire, but I was curious about what o...


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Most of the conversation about Washington’s new Millionaires’ Tax has understandably focused on the cost. But tucked inside the legislation is something that has received almost no attention: a provision that quietly rewards Washington state charitable giving — and signals that the legislature wants high earners to invest in their communities.

Under ES...


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Most people who’ve been seriously thinking about moving to a lower-tax state have already had some version of this conversation with themselves — maybe late at night, or on a long drive, or after seeing a tax bill that felt like the final straw. They’ve run the numbers in their head and looked at Zillow listings in Austin or Scottsdale. They’ve told themselve...


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A new type of savings account for children becomes available July 4, 2026. If you have kids or grandkids, you’ve probably already heard the name. Here’s what it actually means for your family.

Congress created Trump Accounts as part of recent federal legislation, formally establishing them under Section 530A of the tax code. The accounts open July 4, 2...


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