Powers of Attorney – The Estate Planning Documents Almost Nobody Has
There are two documents that belong in almost everyone's hands, and most people don't have them.
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The Elevation Financial Blog · Page 3
Plain-English money guidance, every week. Most posts are also episodes of the Wealth Redefined® podcast.
Are 529 Plans Still Worth It? Why I Think the Answer Is Yes (Probably)
The question I keep hearing from parents right now is some version of this: "Is it even worth funding a 529 plan anymore?"
Read moreWhy Market Downturns Could Be an Opportunity (And How to Stop Letting Fear Rob You)
Pausing your investments during a market downturn is one of the most common and costly mistakes everyday investors make. In reality, this behavior can rob you of the opportunity for growth.
Read moreHow to Break Up With Your Financial Advisor (Without the Awkwardness)
If you would like to stop working with your current financial advisor, here is what you need to know.
Read moreSo You're Late Filing Your Taxes. Now What?
April 15th has come and gone, and your tax return is still not filed. You're not alone. Millions of Americans miss the tax filing deadline every year, and while it's not ideal, it's also not the end of the world. What matters now is what you do next.
Read moreFiling a Tax Extension Is Not a Big Deal (Here's Why It Might Actually Help You)
If you have ever hesitated to file an extension because you were worried it might trigger an audit or signal some kind of red flag to the IRS, you can let that fear go. The reality is quite different from what most people assume.
Read moreWhy the Financial News Cycle Is Working Against You
Daily financial news is designed to keep you watching, not to help you invest better. Here's how long-term investors can manage the noise and protect their portfolios from emotional decision-making.
Read moreWhat Is a Trump Account? A Parent's Guide to the New Savings Vehicle for Kids
If you have a child or grandchild born in 2025, 2026, 2027, or 2028, there is a new savings tool worth knowing about. Trump accounts, created under the One Big Beautiful Bill and governed by new Internal Revenue Code Section 530A, are tax-advantaged accounts designed to give children a financial head start before they reach adulthood. Here is what you need to know.
Read moreHow Do I Set Up a Retirement or Investment Account for My (Minor) Child?
If you have kids, you have probably thought about how to give them a financial head start. The good news is that there are several solid options available to you. The less good news is that they each come with trade-offs, and picking the right one depends on your goals, your child's situation, and how much control you want to maintain over the money.
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