20 Second Advisor: Trump Accounts

20 Second Advisor: Trump Accounts

 The first Trump accounts are quickly approaching, starting July 5, 2026. While the full details are too much to cover here, below are a few details we can help you with today.   What are Trump Accounts? A Trump Account is a traditional IRA established for a...
20 Second Advisor: To Own or To Rent?

20 Second Advisor: To Own or To Rent?

Housing choices can have a large impact on your financial situation throughout your life. Retirement doesn’t change that, but a person in their 70‘s and 80’s may view housing with a different set of desires and selection criteria than they had previously in their...
20 Second Advisor: Identity in Retirement

20 Second Advisor: Identity in Retirement

Most retirement brochures display a very happy person or couple enjoying a round of golf during the afternoon and then strolling down the beach wearing white linen in the evening. This does sound like a terrific day, but only some people would be content with doing...