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...
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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...
Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which has some investors keeping an eye out for a late-year visit from Santa. As you can see from the...
There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end of the year, we know more about next year’s numbers, and we not only strategize for this year, but...
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...
The Federal Reserve meets 8 times a year to discuss raising, lowering, or keeping interest rates the same. The meeting is over two days, the first being a broader discussion by the Fed Committee, which continues into the next...
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to get an investment return of 30% a year?" The answer isn't what you think it may be, because investment...
After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not seen in more than a decade. The yield on the 10-year Treasury bond has reached 5% for the first...
So you’re thinking about giving a family member some money to help with a down payment on a home. Or maybe you want to help contribute to a college fund for your grandkids. But you have heard about a...
Early Environmental Social and Governance (ESG) Investing Twenty years ago, when someone asked for my guidance on choosing an environmentally friendly investment strategy, there were very few choices. One or two companies offered “green” mutual funds that invested in...