Case Study

Ben and Amelia: Building Wealth for a Growing Family

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12.12.25

Eden Smith

Director & Partner

Join us each week as we break down how shifting political landscapes— including the economic policies of former President Donald Trump—shape today’s markets, retirement planning, and your long-term financial security.

We cut through the noise to explain what proposed tax changes, market reactions, and policy debates could mean for your investments.

The situation

Ben, 34, and Amelia, 36, are a young couple with a newborn baby, managing high incomes—Ben earns $180,000 annually, while Amelia, currently on maternity leave, earns $160,000.

Concerns
The benefits
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