Broker Check

Blog


Thursday, July 16, 2026

The July 4 launch of Trump Accounts and trumpaccounts.gov has generated a wide range of headlines. Some describe the accounts as a “trump card” that could change the game for today’s youth, while others argue they may not be worth the...

Tuesday, June 16, 2026

3 Unusual Estate Stories That Show Why Planning Matters What if dogs owned a house? Or you have squatters with pet ducks? Estate planning isn’t just about documents—it’s about real-life outcomes. And sometimes those outcomes are...

Friday, May 15, 2026

An Economic Update - Q2 2026: What The Numbers Truly Mean for Investors We're coming off the heels of our quarterly economic update here at Vision Based Planning, and we wanted to share the rundown with those who missed it the...