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Unpacking all of the latest news: each week, we share our observations on the economy and markets.
“In this world, nothing is certain except death and taxes.” - Benjamin Franklin
On July 4th, we take the time to celebrate our country’s history of declaring independence and guaranteeing our freedom. Now more than ever is a great time to consider financial freedom as well. Self-sufficiency isn’t guaranteed, but every one of us has the opportunity to achieve it. Check out these four steps to achieve financial independence:…
What are the tax considerations associated with refinancing and home equity loans? Generally, interest paid on loans to acquire an existing home or to construct a new home is tax-deductible, with certain limitations. In addition, interest paid on refinanced mortgages is deductible (also subject to certain limitations). From 2018 to 2025, the…
JANUARY Map out a spending and savings plan. Budgeting may seem like a bore, especially as the winter doldrums set in. Rather than think of it as a financial killjoy, view it as a way to ensure that you have enough money for what you truly value and enjoy—say, a secure retirement and a vacation or two every year. A popular budgeting guideline…
I’ve become aware that there’s still confusion out there about the current federal income tax rates on capital gains. We live to dispel such confusion. Here goes.