Promillennial Wealth Guidance
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Kansas City
Joined June 2010
President Trump’s trade policy, inflation and climbing stock prices shaped business and the economy this year. https://t.co/7yxZajlS5S
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Even if you haven’t saved a lot of money yet, a financial advisor can remove the guesswork from managing your finances and help you avoid costly mistakes. https://t.co/ooHYeivNAQ
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You probably don’t know the name Jim Moylan. But you might well know the idea that made this unknown engineer who recently died into one of America’s greatest inventors. https://t.co/09yHwTD4g2
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A custodial account is an account established at a financial institution for the benefit of a minor child and managed by the parent or another designated custodian. A custodial account is established under a particular state's Unifo https://t.co/pLN6GvWnu2
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Borrowers under Income-Driven Repayment plans that have made enough payments to qualify for a loan discharge will soon receive tax-free forgiveness after months of pauses. Although delayed, the Department of Education is working to https://t.co/3eKXLhjIKV
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You will need to think about the disposition of your assets at your death and any tax implications. Statistically speaking, women live longer than men. So if you are married, you'll also probably have the last word about the final d https://t.co/KmISiV6WdZ
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Yale School of Management leadership expert and professor Heidi Brooks analyzes why employee trust is eroding and how to close the values gap. https://t.co/txI39Yzl7K
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We all say we want to save more and spend less. The key is to think more broadly. https://t.co/rrLddUUBfP
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When saving for college, consider strategies that offer the best combination of tax benefits, investment options, financial aid advantages, and flexibility. https://t.co/OBTx3gDZ8M
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In an age of endless low-quality information, it’s time to fight our instinct to seek out and absorb all we can. It takes practice. https://t.co/plMHwHpVTG
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You can contribute a lot to a 529 plan-enough for four years of college and more. https://t.co/Gmyt10XtVT
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Medicare is federally sponsored health insurance for retired individuals, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare. https://t.co/tYK1yjEz39
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Grandparents who want to help with college expenses might consider paying the college directly. https://t.co/kvC6Hv47Q6
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Retirement has changed due to longer life spans, shrinking pensions, and rising healthcare costs. What was once a quiet chapter in one's life now demands a more complex phase of planning and preparation. https://t.co/wjTKC3aGQT
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Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2025 and 2026. https://t.co/ylBpyNtQYU
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It’s fitting that 2025 delivers what is probably one last headline-grabbing artificial intelligence deal, and Meta’s acquisition of AI start-up Manus—reportedly worth more than $2 billion—made it just under the wire. https://t.co/tSgdy8OWUG
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Federal Reserve Chair Jerome Powell's leadership term will expire in 2026, providing an opportunity for President Donald Trump to nominate a candidate who would be more favorable to interest rate cuts. The rotation of regional bank https://t.co/sMhkt7ZFHc
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The only way to spot a true bubble is when it bursts — that could be years away. It does, however, mean investors need to be on guard. https://t.co/ijEfJjtSqO
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