Matt Trujillo,CFP®

Master Angler, Chess Expert, Financial Advisor, Proud Dad

[Matt Trujillo,CFP® @TrujilloMatt]

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits: https://t.co/RQnIIArRfa

[Matt Trujillo,CFP® @TrujilloMatt]

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul: https://t.co/YY72vMQ1BB

[Matt Trujillo,CFP® @TrujilloMatt]

Boomers seek stability, Millennials chase innovation. Two distinct styles reshaping markets and driving the cultural forces behind tomorrow's financial landscape: https://t.co/XoUlUe2709

[Matt Trujillo,CFP® @TrujilloMatt]

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies: https://t.co/cehFLYnChl

[Matt Trujillo,CFP® @TrujilloMatt]

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones: https://t.co/fqd8IVAde6

[Matt Trujillo,CFP® @TrujilloMatt]

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals: https://t.co/Y0Eqgmbu7H

[Matt Trujillo,CFP® @TrujilloMatt]

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals: https://t.co/D9JOOGjKiT

[Matt Trujillo,CFP® @TrujilloMatt]

While global supply disruptions push gas prices higher, American consumers are far less reliant on gasoline than in the past. Learn more about gas price volatility's impact on US consumers: https://t.co/v1OAfr7wJ1

[Matt Trujillo,CFP® @TrujilloMatt]

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick: https://t.co/7bpP9oS0KT

[Matt Trujillo,CFP® @TrujilloMatt]

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind: https://t.co/ZjaG6ELYmv

[Matt Trujillo,CFP® @TrujilloMatt]

Last month saw markets move sideways as mega-caps began rotating after three years of growth, allowing "average stocks" room to run and sparing those with diversified equity positions from contractions at the top. More details in the February market recap: https://t.co/HegdxrZXnh

[Matt Trujillo,CFP® @TrujilloMatt]

Financial wisdom starts early. The habits kids learn today can shape their relationship with money as adults. From saving coins in a jar to understanding debt, explore 10 age-specific lessons for guiding your children toward lifelong financial success
https://t.co/EiIddiwzwT

[Matt Trujillo,CFP® @TrujilloMatt]

After a loved one passes away, there are important actions to take to protect their legacy and your peace of mind. Learn how to navigate this difficult time with clarity: https://t.co/x9OG5TPnRT

[Matt Trujillo,CFP® @TrujilloMatt]

As the bull market enters a fourth year, Raymond James Chief Investment Officer Larry Adam identifies 10 themes for 2026. https://t.co/6Xs82oloR5

[Matt Trujillo,CFP® @TrujilloMatt]

Many retirees assume Medicare covers everything, but that's not the case. Dispel common Medicare myths and make sure you have the right coverage for your situation. https://t.co/vl9brtgOFn

[Matt Trujillo,CFP® @TrujilloMatt]

From lottery scams to fake tech support calls, fraudsters use familiar tactics to exploit trust. Discover practical ways to protect yourself and your family from common scams: https://t.co/FYeLDtrdMI

[Matt Trujillo,CFP® @TrujilloMatt]

Equity futures point to a higher open this morning after President Trump eased trade-related concerns with China, posting on Truth Social on Sunday, "Don't worry about China, it will all be fine!"

Read more in the Morning Brew. https://t.co/YopJGNdzWt

[Matt Trujillo,CFP® @TrujilloMatt]

The financial markets held strong against tariff headwinds throughout the month of August, with the S&P 500 reaching its 20th all-time high this year. Small-cap equities led the way in overall growth. Read the details in our monthly market report: https://t.co/xu7TdsDvtP

[Matt Trujillo,CFP® @TrujilloMatt]

Fed Chair Powell's comments at Jackson Hole catalyzed a strong accumulation in equities on Friday. The S&P 500 bounced near highs (and has held there since), but the story is beneath the surface.

Read more in the Weekly Market Guide. https://t.co/bC3TdEmhnr

[Matt Trujillo,CFP® @TrujilloMatt]

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. https://t.co/OCYOH7oq8I