Investments
Housing Market Reverses Gains as Sentiment Reaches 70-Year Low
Dave:The war in Iran, AI displacement, a confusing labor market, declining consumer sentiment, and higher inflation. All of that made the news in...
The powerful potential of the tax swap
Key takeaways
Your tax rate often ebbs and flows over your lifetime, and the gap between your highest- and lowest-earning years represents an opportunity.
Tax-deferred...
SEP IRA Contribution Limits For 2026
The SEP IRA allows you to contribute up to 25% of your compensation, or up to $72,000 in 2026. Remember, you can contribute to...
AI Hype Meets Gatekeepers: What Survives Due Diligence
AI Hype Meets Gatekeepers: What Survives Due Diligence
Why You Shouldn’t Name Minor Children As Beneficiaries
Key PointsInsurance companies and financial institutions cannot legally pay a death benefit directly to a minor child. If you name your kids as...