Blog tagged as Investments

Trump Accounts (530A/Invest America Accounts): A Complete Guide for Parents

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

A Trump Account (aka a 530A or Invest America Account) is a new tax-advantaged investment account designed to help children build long-term wealth. Eligible children may qualify for a $1,000 government contribution or a $250 Dell gift. Learn how they work, who qualifies, and how to open one.
07/09/2026 09:14 PM - Comment(s)

Factors That Could Affect Your Retirement Strategy

By Mike Halper, CFP®, SE-AWMA®, CBDA, CDAA

How much should you save for retirement? The answer varies from individual to individual.
08/31/2022 08:00 AM - Comment(s)