We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Trump Accounts Explained Eligibility – Benefits – Rules and How They Work

Radon and Murs discuss Trump Accounts with Taylor Wolverton, our Director of Financial Planning and Tax Strategy, breaking down exactly how do Trump Accounts work, who qualifies, and why this new option for Trump Investments is quickly becoming part of the conversation around saving for children and investing for grandchildren.

Trump Accounts Explained Eligibility – Benefits – Rules and How They Work

For almost a year, people have been hearing about Trump Accounts without really knowing what they are. Now that they’re available, it’s a good time to understand how they work.

To help explain them, we talked with Taylor Wolverton, CFP®, EA, Director of Financial Planning & Tax Strategy at Peace of Mind Wealth Management. She reviewed the actual rules and explained who qualifies, how the accounts work, and what families should know before opening one.