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Creative Financial Professionals

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Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

May 5, 2026

Trump Accounts: A New Way to Give Your Kids a Real Financial Head Start

If you’re a parent or grandparent thinking about your child’s long-term financial future, the new Trump accounts could be one of the most interesting tools to hit the market in years. They’re not a replacement for 529 plans or Roth IRAs, but they offer something unique: the ability to start serious, tax-advantaged investing the day a child is born—without needing earned income. Here’s the straight talk on how they actually work, where they shine, where they fall short, and—most importantly—how s

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Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

Mar 17, 2026

Why Family-Owned Firms Often Serve Investors Better Than Big Corporations

For over half a century, Equity Financial Group has remained proudly independent and family-owned. In a world dominated by corporate firms and call centers, here’s why that difference matters more than ever — especially when it comes to your financial future.

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Check the background of this financial professional on FINRA's BrokerCheck