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529 Plans

Understanding Trump Accounts

6 min read

Understanding Trump Accounts

Trump Accounts are a new type of investment vehicle to help young Americans save for the future. They have rules that are similar to an Individual...

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Financial Planning Sandwich Generation

5 min read

Financial Planning for the Sandwich Generation

If you have a parent age 65 or older and at least one dependent child, you’re a member of the sandwich generation. According to Pew Research, about...

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