afg, Author at Allegheny Financial Group

Articles

Trump Accounts Explained: Eligibility, Contributions, Taxes, and How They Work

In 2025, federal legislation created “Trump Accounts”, a new type of tax-advantaged individual retirement account for children under age 18. Established under Internal Revenue Code Section 530A, these accounts are intended to help families begin investing early for a child’s...

Articles, Financial Planning, Retirement

What to do When Financially Supporting Your Adult Child Pinches Your Retirement

Supporting adult children financially? Learn how to set boundaries, build their independence, and protect your retirement goals with a clear, sustainable support plan....

Articles, Estate Planning

Settling an Estate in Pennsylvania

Settling an estate in Pennsylvania? Learn the key steps, timelines, and responsibilities involved, from probate and taxes to distributing assets and staying organized throughout the process....

Articles, Financial Planning, Tax Planning

Last-Minute Tax Tips to Consider Before You File

Filing soon? Review these last-minute tax tips to help reduce your liability and avoid missing valuable credits or deductions....

Articles, Estate Planning, Financial Planning, Investing, Tax Planning

Generational Wealth Planning: How to Protect and Transfer Your Family’s Wealth

Learn how financial planning, tax strategies, trusts, and family education work together to build, protect, and transfer generational wealth for your family....