TheLiveBigWay® Digest: Money in Motion
Section 530A Accounts (aka “Trump Accounts”), a new type of savings account to jumpstart savings for young children, are set to be “open for business” come July 4, 2026. And if you know a baby recently born or expected soon, they could get a free $1,000 deposit into their account! While some details remain to be clarified, we’re writing today with everything we think parents (and grandparents, aunts, uncles, and other loved ones) need to know. Read on to learn more about this new savings vehicle for your little loved ones.
When the world feels uncertain, your financial plan is your firm ground. Join Yusuf Abugideiri and Lauren Stansell on Thursday, April 23rd at 11am PT | 2pm ET for Stormy Skies, Clear Strategy — a live webinar where they’ll put today’s everchanging market movements in perspective and show you exactly why your path forward remains clear. Register here today!
It’s official — after more than 230 years, the U.S. Treasury has ended penny production as of early 2026. As a financial planning firm, we pay attention when economic policy shifts, even the small ones. From the fascinating history of the humble penny, to the economic case for change, to the surprisingly heated debate it sparked, we’re breaking it all down. Plus, we’ll touch on what this decision means for everyday transactions and your wallet.
Whether through physical or virtual platforms, games have played a prevalent role in society for thousands of years (in fact, the first recorded board game dates back to around 2,500 B.C.). The fundamental principles of games increase active participation by tapping into a person’s natural reward system. Learn how you can gamify your financial habits to help achieve your financial goals.
Tax season is here and a few important deadlines are coming up fast. April 15 is the deadline to file your 2025 tax return (or file for an extension), make your first quarter estimated tax payments, and contribute to an IRA or HSA for the 2025 tax year. It’s a busy time on the calendar and if anything feels unclear or you’d like our help getting organized, please reach out. We’re here.
