Mutually Speaking
Understanding Trump Accounts
A Trump Account is a tax-advantaged investment account designed to help a child build long-term savings. It works like a traditional IRA for a child, and special rules apply while the child is under age 18. These accounts were created under IRC §530A. This article is meant to help readers understand how Trump Accounts work and…
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Steps You Can Take to Refresh Your Financial Strategy
As the year winds down and a new one approaches, many people take the time to think...
The Basics of 529 Plans
A 529 plan, also called a qualified tuition plan, is a tax-deferred savings and...
Understanding Emergency Funds
No one wants to get hit with the unexpected cost of a new roof or have to deal with a...
Children’s Financial Literacy
Your children’s financial literacy starts with you. By teaching them to form good money...
Financial Spring Cleaning
Spring is just around the corner and that means spring cleaning. It’s time to clear out...