Category: Education Planning

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...

Savings to Set Up for a Child or Grandchild

In life’s journey, we often dream of a brighter future for our loved ones, especially our children and grandchildren. As you spend time with your little ones, questions about their future may arise. Will they go to school, or will...

How To Ace The FAFSA. And Maximize College Financial Aid.

It’s FAFSA time. Here’s your student aid study guide. If your high school student is college-bound, you’ve probably heard the term FAFSA. If not, you’re about to become quite familiar with it. FAFSA (Free Application for Federal Student Aid) is...

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