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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Elimination of the Dependency and Indemnity Compensation (DIC) Offset
Update: In February of 2023, the final phase of the Widow’s Tax repeal will be complete....
Can You Have Multiple Life Insurance Policies?
Many people only have one active life insurance policy at any given time throughout...
The Next Generation Uniformed Services ID Card
The Department of Defense began issuing Next Generation Uniformed Services...
Debt Repayment Strategies
If your family has consumer debt, you are not alone. According to Experian’s Consumer...
The Importance of Insurance
At the start of the year, many people dream of new beginnings and set goals for what...
Seven Tips to Help You Prepare for Tax Season
Everyone knows some variation of the Benjamin Franklin quote, “In this world, nothing...