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Trump Accounts Are Open: What Parents, Grandparents, and Business Owners Should Do Now
Trump Accounts Are Open: What Parents, Grandparents, and Business Owners Should Do Now

Trump Accounts Are Open: What Parents, Grandparents, and Business Owners Should Do Now

Posted on August 21, 2026 by Brian Pultman

Trump Accounts opened for contributions on July 4, 2026, creating complex financial planning work that requires looking past the headlines to avoid costly excess-contribution...
Receiving an Inheritance: Common Financial Mistakes to Avoid
Receiving an Inheritance: Common Financial Mistakes to Avoid

Receiving an Inheritance: Common Financial Mistakes to Avoid

Posted on July 31, 2026 by John Horman

An inheritance rarely shows up like a windfall. It usually arrives in the middle of a difficult year, attached to a parent's name on...
When Your Financial Complexity Requires Professional Advice
When Your Financial Complexity Requires Professional Advice

When Your Financial Complexity Requires Professional Advice

Posted on June 24, 2026 by Brian Pultman

Most people don't wake up one morning needing a financial advisor. The need usually develops gradually as their financial life becomes more interconnected.
Best Retirement Plans for Business Owners
Best Retirement Plans for Business Owners

Best Retirement Plans for Business Owners

Posted on May 21, 2026 by Correct Capital Team

Best Retirement Plans for Business Owners. For business owners, retirement planning is rarely as simple as signing up for a workplace 401(k). You are...
What Is a Reverse Rollover?
What Is a Reverse Rollover?

What Is a Reverse Rollover?

Posted on May 7, 2026 by Correct Capital Team

What Is a Reverse Rollover? Most people are familiar with a traditional rollover: moving money from an existing 401(k) into an IRA. A reverse...
Mortgage Rates Above 6%: How to Think About Buying, Refinancing, or Waiting
Mortgage Rates Above 6%: How to Think About Buying, Refinancing, or Waiting

Mortgage Rates Above 6%: How to Think About Buying, Refinancing, or Waiting

Posted on April 23, 2026 by Correct Capital Team

Mortgage Rates Above 6%: How to Think About Buying, Refinancing, or Waiting. Mortgage rates are back above 6%, with Freddie Mac’s latest weekly survey...
SEP IRA vs. Solo 401(k): Which Is Better for Business Owners?
SEP IRA vs. Solo 401(k): Which Is Better for Business Owners?

SEP IRA vs. Solo 401(k): Which Is Better for Business Owners?

Posted on April 2, 2026 by Correct Capital Team

SEP IRA vs. Solo 401(k): Which Is Better for Business Owners? When comparing retirement plans, many business owners consider SEP IRAs and Solo 401(k)s....
Trust Matters: An Interview With Correct Capital Wealth Management
Trust Matters: An Interview With Correct Capital Wealth Management

Trust Matters: An Interview With Correct Capital Wealth Management

Posted on March 30, 2026 by Correct Capital Team

Investing, retirement planning, and taxes raise some of the most common questions people have about their financial future. How much should you save for...
SECURE Act 2.0 Changes Coming in 2026: What Retirement Savers Need to Know
SECURE Act 2.0 Changes Coming in 2026: What Retirement Savers Need to Know

SECURE Act 2.0 Changes Coming in 2026: What Retirement Savers Need to Know

Posted on March 19, 2026 by Correct Capital Team

SECURE Act 2.0 Changes Coming in 2026: What Retirement Savers Need to Know. Passed in December 2022, the SECURE Act 2.0 introduced a broad...
What Business Owners Can Still Do to Lower Their 2025 Taxes
What Business Owners Can Still Do to Lower Their 2025 Taxes

What Business Owners Can Still Do to Lower Their 2025 Taxes

Posted on March 9, 2026 by Correct Capital Team

For many business owners, the stretch between year-end and filing is seen as a planning window for the year ahead. But there are still...

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