by Ryan Shumaker | May 22, 2026 | Blog
Last month we detailed both the tax and control issues that come with a Trump Account. This month we’re discussing four existing alternative options that have more favorable tax treatment. With each of these options you’ll also be able to invest in a wide variety of...
by Ryan Shumaker | Apr 20, 2026 | Blog
Starting July 4th, Trump Accounts will go live, and opening one for any child born between 2025 and 2028 is an absolute no-brainer. For many in Kansas, it may also make sense for children born between 2016 and 2025. Most people probably should not contribute anything...
by Ryan Shumaker | Feb 23, 2026 | Blog
According to early IRS filing data, the average tax refund is over 14% higher so far this filing season compared to the same time last year, and the average refund is projected to be over $1,000 more. While many treat their tax refund like a spring bonus, the reality...
by Ryan Shumaker | Jan 25, 2026 | Blog
Google searches for the term “AI bubble” have been skyrocketing of late, which should come as no surprise when nearly 80% of the gains in the US stock market came from AI related businesses last year. The growth of AI stocks over the last 3 years is reminiscent to the...
by Ryan Shumaker | Dec 27, 2025 | Blog
There are only three questions you need to answer to ensure your money continues working for you throughout your retirement. Over the past two months, we’ve covered “How Long Will You Live?” and “How Much Will You Spend?” both of which you can revisit under the...
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