Highland Wealth

Congratulations to Myles Laroux, CFP®, on being named to the Business Report’s Capital Region 500! 🎉

The Capital Region 500 recognizes the most influential and impactful business leaders across the region—individuals who are shaping their industries, driving economic growth, and making a meaningful difference in their communities. This honor is a testament to Myles’ leadership, expertise, and dedication to serving others.

We’re proud to have you as an advisor and partner—well deserved, Myles! 👏

The Friday paycheck withdrawals in retirement is real. 🛑 Call us at 225-408-4569 today to figure out what your personal "Retirement Paycheck" looks like!

Retirement feels intimidating because that consistent income suddenly stops. The secret to a stress-free retirement isn't just saving money—it's learning how to safely spend it.

💡 Tip of the Week: The 4% Rule

This classic strategy suggests you can safely withdraw 4% of your total retirement savings in your first year, adjusting that amount for inflation each year after, to ensure your money lasts for decades.

At Highland Wealth, we specialize in structuring your assets so your monthly income lands in your account seamlessly, just like before. Let us help you turn your hard-earned savings into a predictable, automated monthly paycheck.

📞 Call us at 225-408-4569, drop us a comment, or send us a message to design your paycheck plan today!

Disclaimer: For educational purposes only.

The 4% rule is a general guideline and may not suit every financial situation.

🚨 Big news this week: the IRS just released new guidance on “Trump Accounts” — a brand‑new investment option for kids.
📞 Want to understand how this could impact your family? Call our team at (225) 408‑4569.

Here’s what changed and why everyone is talking about it 👇

📰 What happened this week

The Treasury Department and IRS issued official guidance (Notice 2025‑68) outlining how these new accounts are expected to work.
This follows legislation passed in 2025 that created these accounts as part of a broader tax bill, with implementation beginning in 2026.

💡 What these accounts are (at a high level)

A new type of retirement-style account for children under age 18
Structured similarly to a traditional IRA, but with unique rules during childhood
Designed to encourage early investing and long-term savings

✅ Why this matters now

This is still early-stage guidance, and rules are continuing to develop, but families are already starting to plan around how these accounts could fit into their overall strategy.

📞 Have questions or want to see where this fits in your plan? Call (225) 408‑4569 to speak with our team.

Sources:https://www.irs.gov/pub/irs-drop/n-25-68.pdf
https://www.irs.gov/trumpaccounts

🎣 Off the clock and on the hook!

Drop your answer in the comments below! 👇

When you work hard in the industrial sector, your downtime is everything, so we caught up with our financial advisor and resident fishing extraordinaire, Nathan Lee, CFP®, to see where he heads to cast a line. He says, "Toledo Bend for fresh water and Cocodrie for salt water!"

Now we want to hear from you: Where is your favorite fishing spot? Share your go-to lake, secret coast, or tag your favorite fishing partner below!