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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Advantages to Long-Term Care Planning
Situations requiring long-term care will most likely affect many of us in our lifetimes....
Don’t Let Your Life Insurance Benefits Go Unclaimed
It might surprise you to learn that life insurance benefits sometimes go unclaimed....
Life Insurance and Your Growing Family
Getting married, starting a family, and transitioning out of the military are all...
Three Life Insurance Considerations When Marrying Someone in the Military
Marriage is a joyful occasion, but it is one that comes with a lot of planning. Not only...
Managing a Death in the Family Without Life Insurance
Death is a fact of life, but not everyone is prepared for it. In fact, in 2024,...
Understanding VGLI
Veterans’ Group Life Insurance (VGLI) becomes available to servicemembers who were...