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Financial Planning News & Updates

Trump Accounts Explained
January 28, 2026

Trump Accounts Explained

By Chris Palabe, CFS, AIF®   Introduction The One Big Beautiful Bill Act (OBBBA) established Trump Accounts, a new type…

What You Need to Know for This Tax Season
January 13, 2026

What You Need to Know for This Tax Season

By Elliot Palabe, CFP®   Introduction   As tax season approaches, understanding the current rules—and how they differ from prior…

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