According to estimates, inflation adjustments to the internal revenue code are expected to yield increases of 2.8 percent, compared to 2024 amounts. This means wider tax brackets and increased exemptions, among other things. With the…
It’s that time of year again. Halloween has just come and gone – and now we’re hurtling headlong into Thanksgiving and Christmas. For holiday shopping, it’s tempting to turn a blind eye and put everything on your…
Analyzing a company’s Accounts Receivables is an effective way to measure its current cash flows and the likelihood of maintaining healthy cash flows. According to the U.S. Chamber of Commerce’s Small Business Index (Third Quarter 2024), 68 percent…
The value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full breadth of your assets, where…
Continuing Appropriations and Extensions Act, 2025 (HR 9747) – This continuing resolution was introduced on Sept. 22 as a “clean” extenuation of the federal budget…
Former President and current candidate Donald Trump introduced a new policy of his in a recent Arizona rally: No more income tax on overtime pay. This follows both Trump and…
Annuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity?Simply put, itâ??s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future.
Drafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So if you want to have a say in what happens to your property and assets after you’re gone, a…
Whether it’s a private equity transaction or an institutional or retail investor, analyzing a company’s financial statements is an important part of fundamental analysis. One important but basic way…
Step 4: Putting Together a Health Plan
Planning for healthcare in retirement is tricky business. Some hardcore smokers live past 100 while some hardcore exercise and fitness gurus…
