by Seth Geib | Aug 19, 2026 | Blog Post
A New Savings Opportunity. But Is It Right for Your Family? If you’ve been hearing about Trump Accounts (also known as 530A Accounts), you’re not alone. Since becoming available on July 4, 2026, they have generated plenty of headlines and even more...
by Cheryl Norman | Jan 13, 2026 | Blog Post
The start of a new year often brings a surge of financial advice, new contribution limits, new investment ideas, and renewed pressure to “do something” with your money. We believe the most important financial decisions should never be driven by a calendar change...
by Cheryl Norman | Nov 18, 2025 | Blog Post
Scams today are more sophisticated than ever. Fraudsters use realistic emails, text messages, and even artificial intelligence to impersonate trusted institutions or individuals. Their goal is simple: to trick you into sharing personal information or transferring...
by Cheryl Norman | Aug 21, 2025 | Blog Post
If you have glanced at the news lately, you might have heard about the One Big Beautiful Bill, a sweeping new law signed into effect on July 4, 2025. While the name is flashy, what’s inside the bill matters a whole lot more. This legislation touches nearly every...
by Cheryl Norman | Jun 20, 2025 | Blog Post
Mid-year is a good time to track progress on the inspired goals set at the beginning of the year. Maybe you planned to evaluate your monthly cash-flow and expenses, open an investment account, or take a serious look at your retirement plan. At Flagship Capital...
by Cheryl Norman | Jun 16, 2025 | Blog Post
June is National Annuity Awareness Month. If there’s one financial product that sparks strong opinions, it’s the annuity. To some, annuities are a smart way to create guaranteed income in retirement. To others, they’re expensive, complex contracts best avoided. The...
