New Perspectives Financial Services LLC

02/23/2026

Have you welcome a little bundle of joy since January 1, 2025? Your child is eligible for a Trump Account with an initial contribution of $1,000 from the U.S. Treasury. File IRS Form 4547 or fill out the form online at form.trumpaccounts.gov when you do your taxes this year to enroll!

All children under 18 with valid Social Security Numbers are eligible to open Trump Accounts, although only those born in the dedicated window are eligible for the $1,000 deposit from the U.S. Treasury. However, other entities may be providing contributions for those meeting other specifications, such as Dell. Please share this with your friends, kids, and grandkids as applicable.

More details can be found at trumpaccounts.gov. Please call us with any questions at 309-662-7526.

02/21/2026

Babies born from January 1, 2025 to December 31, 2028 are eligible to enroll in a Trump Account and have $1,000 contributed from the U.S. Treasury. Enroll your child by filling out IRS Form 4547 online or making an election on IRS Form 4547 during tax time this year!

All children under 18 with valid Social Security Numbers are eligible to open Trump Accounts, although only those born in the dedicated window are eligible for the $1,000 deposit from the U.S. Treasury. However, other entities may be providing contributions for those meeting other specifications, such as Dell. Please share this with your friends, kids, and grandkids as applicable.

More details can be found at trumpaccounts.gov. Please call us with any questions at 309-662-7526.

07/04/2025

Happy Fourth of July!

06/30/2025

Social media, news outlets, friends… there is so much advice out there, it can be hard to decipher what is true and what actually pertains to your situation. A qualified financial advisor can help you cut through the clutter!

06/15/2025

Happy Father's Day!

05/31/2025

Having one spouse take the lead on finances may be helpful but it is important for both spouses to be aware and knowledgeable of your financial situation for when life changes.

05/11/2025

Happy Mother's Day!

04/20/2025

Happy Easter!

04/02/2025

New Perspectives offers a thorough review and analysis of your current financial situation to show you where your future is headed and we also provide recommendations for potential improvement upon your situation.

03/17/2025

Happy St. Patrick's Day!

03/02/2025

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

02/14/2025

Happy Valentine's Day!