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Navigating Section 530A "Trump Accounts": A Guide for Multigenerational Wealth Planning
Section 530A accounts — known as Trump Accounts — became law in 2025. Here's how they work, who's eligible, and what grandparents need to know before funding one for a child or grandchild.
3 days ago


Sentara Spotlight: Portfolio Red Flags
After reviewing thousands of investment statements, we've identified the warning signs that could be costing you money. Learn the most common portfolio red flags—starting with investments that aren't aligned with a real financial plan.
Dec 26, 2025


The Investment Strategy That Actually Builds Wealth
Learn a simple, disciplined approach to investing that actually works. Discover the five biggest investing mistakes costing people money — and how to avoid them with a clear three-phase action plan.
Oct 10, 2025


A Budget You Won’t Quit (And That Actually Works)
Learn how to create a simple, sustainable budget that actually fits into your real life. This step-by-step system helps you categorize expenses, identify savings opportunities, tackle credit card debt, and build an emergency fund - all without complicated spreadsheets or hours of maintenance. Whether you're just starting out or looking to optimize your current finances, this practical approach works for people at every income level.
Jul 25, 2025
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