Big tax law changes are coming in 2025—and they could impact everything from your charitable giving to buying a home or even your next car. Here’s what you need to know now to get ahead.
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Giving from your IRA just got easier. With new IRS guidance and smarter tax software, reporting Qualified Charitable Distributions (QCDs) is now simpler than ever—meaning retirees can support charities, satisfy RMDs, and lower taxes without the reporting headaches.
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The most successful exits aren’t rushed—they’re intentional. With the right plan, you can maximize your business’s worth, protect your people, and step into the next chapter with confidence
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The latest CPI may have cleared the way for a Fed cut — signaling a shift in the Fed’s playbook and what it means for you.
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Thinking about estate planning but not sure if a trust is right for you? This simple flowchart helps you navigate key questions—like privacy, taxes, blended families, and special needs—to see whether a trust could help protect your assets and your loved ones.
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With markets at record highs and the Fed signaling potential rate cuts, investor confidence is running strong. But what does Powell’s Jackson Hole message really mean for portfolios — and where are the opportunities in today’s bond and equity markets?
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The latest jobs report shows hiring is cooling while health care leads the way. With unemployment edging higher, all eyes turn to the Fed—will they cut rates modestly, or make a bold move?
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Inflation doesn’t always make headlines like a market crash, but its quiet erosion of purchasing power can be just as damaging. With prices staying sticky, what can investors do to protect their long-term financial security?
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Inheriting an IRA can be both a gift and a challenge. With complex rules, tax traps, and important deadlines, knowing your next step is critical. This guide breaks down what kind of beneficiary you are, the choices available to you, and how to avoid costly mistakes—so you can honor your inheritance while protecting your financial future.
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What do jobless claims reveal about the economy’s true health? Despite headline layoffs, initial claims remain low—signaling resilience even as hiring slows. In this week’s update, we break down what investors are watching in the labor market and why it matters now.
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Your next retirement withdrawal isn’t just about covering today’s expenses—it’s about shaping your tax picture, protecting your future, and maximizing what you keep. Here’s how to get it right
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Tech giants dominate today’s market—but history shows concentration comes with risk. Here’s how smart investors stay balanced.
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July’s inflation data looked calm on the surface—but wholesale prices tell a different story. Are tariffs sending an early warning signal?
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Big changes may be coming to your taxes, deductions, and credits in 2025 — see how the ‘One Big Beautiful Bill’ could impact your wallet.
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Retirement isn’t just about leaving work—it’s about finding what comes next. Discover how purpose, connection, and planning can turn your golden years into your most fulfilling chapter yet.
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Corporate America just knocked Q2 earnings out of the park — with profits more than doubling early forecasts and 80% of companies topping expectations. But behind the headline numbers, one group of stocks is driving much of the growth. Here’s what the data reveals — and what could be next as tariffs loom.
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Worried about online fraud in retirement? Discover how virtual credit cards can help protect your savings—one smart swipe at a time.
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As corporate profits beat expectations and markets hit new highs, hidden tariff impacts may be telling a different story. Are businesses quietly absorbing costs to shield consumers — and how long can that last? Dive into the sectors winning (and losing) in this evolving trade landscape.
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Thinking of taking employer stock from your retirement plan? This simple flowchart walks you step-by-step through the decision process to determine if an NUA distribution is right for you in 2025. Don’t miss out—the right move could save you thousands in taxes.
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A whirlwind of data hit last week—GDP, jobs, the Fed, and earnings—all telling a different story. Growth is slowing, job gains are thinning, but corporate profits (especially in tech) are surging. Here's what it all means—and why healthcare may be doing the heavy lifting.
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