5/10/26: Motherhood and legacy planning

5/31/26: Trump Accounts

Today, we look at the existing terms and nuances of the newly established investment accounts for children. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/17/26: Today's Economy

Today, Cassandra debriefs and digests a recent webinar with Bryce Gill, economist and national speaker at First Trust, hosted by Avila Wealth. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/10/26: Motherhood and legacy planning

Let's get into motherhood, legacy planning, and the ways you can plan for the future for the one's you love See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

5/3/26: The 2026 Retirement Confidence Survey

How confident are people about their retirement? Let's dig in. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

4/19/26: Retirement Pitfalls

Today, Cassandra shines a light on some of the hazards, snares and stumbling blocks that could trip you up as you enter retirement. See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].