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Building a Savings Strategy for Your Children and Grandchildren: Where Trump Accounts Fit

Financial PlanningBy webdev@active-8.comOctober 21, 2026

Trump Accounts offer a new way to invest for children, including potential government and charitable contributions. Here’s how they work and where they may fit alongside other savings options. When you’re saving for a child or grandchild, there are plenty of options to consider. A Roth IRA, a 529 education savings plan or a regular…

Retired couple deciding how to invest

Should You Use Your Investments to Pay Off Your Mortgage?

Financial PlanningBy webdev@active-8.comAugust 27, 2026

For many retirees, the question isn’t whether to put an extra few hundred dollars toward the mortgage each month. Instead, it’s this: Should I use money from my investment accounts to pay off my remaining mortgage? It’s an understandable question. After years of saving and investing, it can be tempting to use part of your…

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