Blog and Resources
Financial news you don't want to miss.
Can Productivity Keep Driving the U.S. Economy?
March 05, 2024Productivity of U.S. workers increased by 2.7% in 2023 — well above the average annual rate of 2.1% since the end of Wor...
Tax Relief Legislation in Progress
February 27, 2024Legislation that could benefit parents and business owners is currently moving through Congress. The House has passed th...
There's Still Time to Fund an IRA for 2023
February 15, 2024The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned ...
Tax Season News and Survival Tips
February 01, 2024It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affe...
Retirement Plan Limits for 2024
January 23, 2024Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased onc...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
December 18, 2023Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, pl...
After a Surprising 2023, a Cautiously Optimistic Economic Outlook for 2024
December 12, 2023Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most...
College Cost Data Released for 2023-2024
November 16, 2023Every year, the College Board releases new college cost data and trends in its annual report. The figures published are ...
Most Medicare Costs Are Increasing in 2024
November 08, 2023Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some ...
With Holidays Ahead, Can Consumers Keep Carrying the Economy?
November 01, 2023Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in dr...