H.R.1, the tax bill that passed in 2025, created a new federally authorized, tax-advantaged investment savings account for eligible minors called Trump Accounts. These new account types are eligible to be opened and may begin receiving contributions on July 4, 2026. Children who are U.S. citizens, have a valid Social Security number and born between
On May 30, 2019, the Soroptimist International of Truckee Meadows (SITM) hosted their annual Thanks to Youth Awards in Reno, NV. Each year Schultz Financial Group and team members support the event by sponsoring a table and attending a luncheon that acknowledges young students who make an amazing impact in our community.
Do you know someone who resists or refuses to do any online banking? Maybe they are uncomfortable with or lack confidence navigating the online technology itself, or perhaps security is a factor. There is a tool that includes a series of short 1-3 minute videos that help guide people (of any age) through basic steps to manage online finances with a bank or similar online accounts.