The Latest News from Our Team
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1. Trump Accounts : Who are they for and how do they work? An Overview
After lots of planning, the rollout began on July, 4th 2026. The prospect of getting $1000 from the government sounds very appealling for this new type of account. Many investors now have the following questions: How do I qualify? What types of investments can I buy? How do I sign up? Is this the best type of account for me and my family?
We take a deep dive.
2. Important Tax Changes from the Big Beautiful Bill
The sweeping legislation will change many aspects of the tax code in 2025 and beyond.
This includes Tax Credits, Deductions, and Taxation on Social Security. How might it affect you and your loved ones?
>Click here to continue reading
3. Protect Yourself from Identity Theft and Cyber Attacks
This may be one of the most important letters that we send this year, and we encourage you to share this information with friends and family.
4. Changes to IRAs and 401ks? – SECURE Act 2.0
Back in 2019, Congress passed a law known as the Setting Every Community Up for Retirement (SECURE) Act. The law made important changes to IRAs and 401(k)s, among other things, and was designed to help more Americans save for retirement.