money Archives - Savvy Financial

Do I Need A Financial Planner?

May 13, 2026

Man looking at question marks on the wall

When individuals start to explore working with a financial planner, they usually have many questions about the process and what to expect. We love the questions! It signals to our team that the individual is taking their financial journey seriously. Here are some of the most common questions we hear, as well as our response.…

What’s in a Name? Trump Account, Baby Bond, Whatever…Saving Young Matters

October 30, 2025

When the One Big Beautiful Bill Act (OBBBA) was signed into law July 4, 2025, it introduced a new type of savings program for children. While informally referred to in some media as “Trump Accounts,” it’s important to focus on the program’s structure and potential benefits, rather than nickname. If you, a friend, or a…

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