Education Center

 

  • Trump Accounts: A New Way to Save for Your Child’s Financial Future
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    Taylor Ledbetter | January 16, 2026

    This new account is also known as a Trump account. This account was introduced when Congress passed the One Big Beautiful Bill Act (OBBBA) in July of 2025.

  • 2026 Updates: Social Security & Medicare Part B Premiums
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    Taylor Ledbetter | December 17, 2025

    The Social Security Administration and the Centers for Medicare and Medicaid Services recently announced important figures for 2026. From the cost-of-living adjustments to a hike in Medicare premiums, Social Security beneficiaries will see a few changes.

  • Changes to Retirement Plan Limits in 2026
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    Taylor Ledbetter | November 18, 2025

    Every year, the IRS adjusts various retirement plan limits to account for inflation. The most common retirement plans include qualified plans, such as 401(k)s, IRAs, and SIMPLE plans for small businesses. These adjustments include changes to contribution limits, phaseout ranges, and other modifications.

  • Medicare Changes Starting In 2026
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    Taylor Ledbetter | October 15, 2025

    Understanding how Medicare changes every year can help you determine whether Original Medicare or a specific Medicare Advantage plan is right for you. Medical costs are increasing each year, and several factors contribute to this trend.