The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.
More green on the screen for June as the markets marched past the various present risks.
Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format.
It wasn’t just the May flowers popping this past month. Risky assets had a strong month.
An overview of options and a few common uses.
Using end-of-month values you would think it was a pretty quiet month. A few things happened on the way to month-end however!
Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.
US equities were down again. Int’l equities were flat. Gold was on fire. Rates little changed. Credit spreads are moving higher.
Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.
US equities were negative in February while rest of major asset classes were positive – especially long bonds.
Here is a financial framework for those starting their first job – and a refresher for others already working.
A solid start to 2025, though tariff volatility kicked in on last day of the month.