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October 10, 2025

Trump Accounts: What to Know About the New $1,000 Government-Backed Savings Accounts

A new program included in the 2025 One Big Beautiful Bill has created “Trump Accounts” (officially called MAGA Accounts: Money Accounts for Growth and Advancement). These accounts aim to help children save for education, homeownership, and entrepreneurship — but the rules are detailed, and not everyone will qualify. Here’s what families need to know. What Are Trump Accounts? Who Qualifies?...
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July 10, 2025

The “One Big Beautiful Bill Act”: What Retirees and Pre-Retirees Need to Know

If you’re nearing retirement or already there, you’ve likely seen headlines about the “One Big Beautiful Bill Act”—often called the “megabill.” With so much news and opinion swirling around, it’s natural to wonder: What does this actually mean for your finances, healthcare, and family’s future? Let’s break down what’s inside this landmark legislation, who stands to benefit, who might face...
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Harrisburg, PA Office

Address: 1863 Center St, Camp Hill, Pa 17011
Phone: 717-288-1880

York, PA Office

Address: 3405 Board Rd, Suite 200, York, Pa 17406
Phone: 717-773-4085