What inflation, interest rates, jobs, and earnings tell us about markets today At Wealth Analytics, our role is to help you navigate changing markets with clarity and confidence. To do that, we stay focused on the key indicators that...
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The “One Big Beautiful Bill Act (OBBBA),” recently signed into law, is one of the most significant pieces of tax legislation in years. Whether you’re single or married, understanding its key provisions can help you keep more of your...
Here is a summary of the big, beautiful bill and how it is intended to help the economy and your finances. Five Items That Did Not Change Individual Income Tax Rates and Brackets (Core Structure): While the bill makes...
No more passing them by when you see one on the sidewalk. Forget about wasting a couple by putting them in your loafers. And don’t even consider throwing them into a wishing well! The Treasury Department has announced that...
Did you know there are tons of discounts and even free resources available just for seniors? Whether you’re looking to stay active, learn a new skill, eat well, or just save a little on everyday purchases, there are many...
Updated for 2025 As Benjamin Franklin famously said: “In this world, nothing can be said to be certain, except death and taxes.” As the IRS tax filing deadline approaches, many of us become keenly aware of and curious about...
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes for 2025 increased HSA contribution limits by $150...
Ready to start the new year focusing on your financial well-being? Here’s a simple month-by-month list to get started and stay on track for 2025. January – Draft a budget. Review last year’s expenses and see where you can...
I watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has been remarkable, and it has spotlighted the fast-paced decision-making in the US tech industry....
If you dream of your financial legacy leaving a lasting impact on the world, there’s a way you can make a difference. You can use your Required Minimum Distribution (RMD) to make charitable donations, a strategy that could benefit...