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Optimize Trump Accounts for Your Children Now
What are Trump Accounts? Established under the One Big Beautiful Bill Act, Trump Accounts are tax-deferred savings accounts designed for children under age 18. As of July 2026, families can officially open accounts and make contributions. The goal is to encourage...
Event: Navigating Social Security Complexities 8/18
Learn More: Aim to Maximize Your Social Security Benefits Join us on Tuesday, August 18, for this complimentary event, where Financial Advisors Kiran Sharma, Ronnie Jackson, and Alex Kiritschenko will provide an overview of the basics of Social Security. This...
Event: Young Professionals Event 8/18
Connect, Compete, and Collaborate: Adult Field Day In tandem with the Zionsville Chamber of Commerce, we’re hosting an "Adult Field Day" for young professionals looking to build connections and meet like-minded peers. Join us on Tuesday, August 18, to engage in...