Casey Financial Services, LLC

10/26/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

10/25/2026

The two accounts aren't connected, and funds can't transfer between them, according to a 2026 update from Brightstart.com.

That makes things simpler for a lot of families. It's rarely a true either-or decision. Many households end up using both accounts, each one doing its own job. If you're weighing how Trump Accounts and a 529 might fit your family, bring it up the next time we talk.

#529

10/23/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

10/23/2026

10/22/2026

Here's where the two accounts part ways, starting with who's in control. Trump Accounts are opened for a child, and the money stays locked up until January 1 of the year they turn 18. After that, it works like a traditional individual retirement account. The IRS in 2026 clarified that family, friends, and employers can contribute up to $5,000 per child per year, with employers capped at $2,500 of that.

A 529 runs on different rules. There's no federal cap on yearly contributions, though each state sets its own lifetime limit. The IRS says that a parent can contribute up to $19,000 per year ($38,000 for a couple) without any gift tax paperwork. Money can be withdrawn at any time for qualified education costs, and the earnings are exempt from federal tax.

#529

10/21/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

10/21/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step. Reach out - I'd be happy to help!

10/20/2026

🍂 October is the perfect time to get ahead of your year-end financial planning! From tax strategies and retirement contributions to investments, charitable giving, and estate planning, a little preparation now can make a big difference later.

Make October your planning window—not your panic window. Reach out to see how we can help you finish the year feeling prepared and confident.

10/19/2026

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

10/19/2026

Trump Accounts and 529s keep coming up in the same conversation. Both put money aside for a child's future. The similarity ends there. One is designed for educational expenses, but the other is open-ended. College, a first home, retirement, or anything else.

#529