Blog

As an American taxpayer, financial planner, and part-time radio host, one of my self-appointed responsibilities has been to enlighten our audience as to upcoming financial changes that will impact nearly everyone. This time of year, Congress and certain Departments of the Administration are busily preparing annual changes to taxes and our massive Social Programs, including […]

Uncertainty is the bane of the stock market, as well as tax planners and investors everywhere. Throughout the 2024 Presidential Election Cycle, prognostication became increasingly difficult as proposals, trial balloons, polls, and candidate swaps supplied a plethora of conflicting concerns. Nothing was certain, planning was difficult, and markets were understandably volatile. Fortunately, the election is […]

During the closing weeks of each calendar year, our Federal Government trickles out tax changes that will affect savers and investors in the coming New Year. The process has started for 2025, and we are bringing you what we know so far, with some analysis and comments included. Foundational to annual changes is the inflation […]