If you already fund a child’s education through a 529 plan, a new federal tax credit for K-12 scholarship donations may sound like a simple add-on. It is not. Congress created section 25F in 2025,…
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September turned the page from waiting to acting. Following August’s stock-market rebound, investors faced a more complicated inflation picture: the August consumer price report showed a faster monthly increase, driven partly by gasoline, even as…
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You probably have a standing appointment on the calendar: the annual check-in with your financial advisor. The portfolio report arrives, the markets get a few minutes, and you leave with a handshake and a sense…
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If you already have Medicare, the calendar just handed you a fixed window. Open Enrollment runs from October 15 through December 7, 2026, and it is the one time each year when most people can…
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July left two stories on the table: a split equity tape under a nearly unchanged S&P 500, and a war in the Strait of Hormuz that had already pushed crude well above its June low….
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The offer is accepted, the closing date is on the calendar, and the gap between what the lender wants at closing and what is in your child’s account is sitting on the kitchen table. The…
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As the conflict between the U.S. and Iran wages on, its impact on oil prices proves continuously relevant to market volatility and the future for inflation. July saw the U.S. reimpose a naval blockade on…
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Those four years when your child is in college can be a rollercoaster ride, but the scariest part for high-earning parents can be figuring out how to pay for it. It can be tempting to…
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You’ve worked hard to build your wealth, you have the strong nest egg for your retirement years, but how are you going to pass down any remaining wealth to your family, kids, and grandkids? Where…
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The war with Iran remains highly tumultuous despite April’s indefinite ceasefire extension. The truce has been critically strained by a continuous “dual blockade” in the Persian Gulf and direct military flare-ups, with U.S. retaliatory strikes…
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