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The CooksonPeirce Guide to Trump Accounts
Trump Accounts (formally designated as 530A accounts) are a new category of tax-deferred savings vehicle designed to give American children a potential long-term wealth-building head start. Enrollment is open now: download the guide to get started.
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How to Know When to Retire
Few financial questions carry more weight or emotion than “When should I retire?” It sounds simple, yet it hides a web of trade-offs involving longevity, markets, taxes, purpose, and timing. At CooksonPeirce, we believe the answer should not come from a rule of thumb or an online calculator. It should come from a process that connects evidence with intention.
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When a Spouse or Loved One Passes
The days following a loss can feel disorienting — emotionally and logistically. This guide is designed to help you focus on what matters most at each stage, without feeling like you have to figure everything out at once. Your financial advisor can help coordinate many of these steps alongside your attorney and accountant, so you’re never navigating them alone.
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