Linea’s Thoughts On…
Trump Accounts: New Child Savings
A new government-sponsored savings program called Trump Accounts is expected to launch on July 4, 2026. Key Things to Know: Available for U.S. citizen children under age 18 with a Social Security number. Children born between January 1, 2025, and December 31, 2028,...
Cybersecurity Series-Part 2
The digital landscape is evolving quickly, and so are the risks. It is advice you have likely heard time and time again: protect yourself from scams. That does not make it any less important. Protecting your personal data, your finances, and your loved ones from bad...
OBBBA (One Big Beautiful Bill Act) and How It Impacts Your Finances
A 900+ page law! It’s a doozy. Fortunately, the One Big Beautiful Bill Act (OBBBA) mostly makes permanent the tax provisions you used last year and the year before. The good news? It’s no more confusing than last year. 😊 What OBBBA does is tweak several laws. Within...
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Smoother Journey
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Plan For A
Smoother Journey
Schedule a no-obligation consultation to determine if we are the right fit for your family wealth management needs.