Finance

Finance Articles

Financial planning, investments, and money management

3 articles

The $2,500 tax-free fringe benefit your competitors haven't heard of yet
FinanceMay 14, 2026

The $2,500 tax-free fringe benefit your competitors haven't heard of yet

Trump Accounts go live July 4, 2026. Employers can contribute up to $2,500 per child per year — tax-deductible to the business, tax-free to the employee, and non-ERISA. Here's how to plug it into your benefits stack.

5 federal moves that just rewrote your benefits playbook
FinanceMay 14, 2026

5 federal moves that just rewrote your benefits playbook

Between April and May 2026, the Trump administration shipped four pro-business benefit rules and one executive order that materially change how small employers structure compensation. Here's the map.

Trump just made fertility benefits the new dental insurance — what small employers need to know
FinanceMay 14, 2026

Trump just made fertility benefits the new dental insurance — what small employers need to know

A new DOL/Treasury/HHS proposed rule lets you offer standalone fertility coverage to employees — structured like vision or dental, with a $120,000 lifetime cap and no group-health entanglement.

Ready to Plan Your Financial Future?

Schedule a free consultation to discuss your goals with a licensed financial advisor.

Get Started Today