How to Claim a Trump Account: The $1,000 Deposit and the Dell $250 Your child almost certainly has a Trump Account already. The Treasury opened more than 60 million of them automatically on October 1, 2026, and Michael and Susan Dell have deposited $250 into 25 million of them. But no one can see that money, add to it, or receive the $1,000 newborn deposit until a parent claims the account.
Is buying an IPO on its first day a smart move for the average investor? This guide looks at how IPOs work, who sits on each side of the deal, why underwriters often price shares below market value, and what research suggests about how IPOs have tended to perform over six months, a year, and longer.
A new tax-deferred investment account for children launches July 4, 2026. Any child under 18 with a Social Security number is eligible. These accounts will be now be part of the investment discussion for minors, but two issues have gone largely unreported heading into the launch date. Notably, state tax may apply on an account that does not permit withdrawals, and an estate tax gift form may need to be filed even though contributions are below the annual gift exclusion. Here is the full picture.
A highly concentrated stock position often represents success. It may come from building a business, working at the right company, or holding a long‑term winner. Over time, however, that success can quietly introduce a new form of risk: having too much of your financial future tied to a single company.
Click Here to Read the Kiplinger Article Travis Babb, CFP® and Enrolled Agent at Babb Financial Group, contributed an article to Kiplinger covering nine [...]
Click Here to Read the Kiplinger Article We are pleased to share an article written by Travis Babb, CFP®, EA for Kiplinger, a publication [...]
The markets gave us plenty to talk about in 2025. Between shifting sentiment, quick swings, and a constant rotation of dramatic headlines—gold reaching record highs, shifting trade policies, Argentina’s currency [...]
Gold has been on a tear. As of late 2025, spot gold prices have topped $4,000 an ounce, climbing roughly 87% since early 2024—a rally that has investors asking the [...]
Investors commonly view dividends as a method for creating income. But dividend strategies are not the only method to produce cash flow, and it's important for investors to understand the [...]
Upcoming Dates for 1099’s 1099-R Forms for Retirement Accounts: If you've completed any rollovers from your retirement accounts last year or had a distribution/withdrawal, you'll receive a 1099-R form. These [...]
