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Tag: taxes

Real Returns Are All That Matter

In 1980, a certificate of deposit (CD) briefly yielded nearly 19%. Just imagine that offer today: a risk-free 19% yield. Not even Bernie Madoff ...

One Big, Beautiful Bill: 9 Key Provisions (+ Macro Concerns)

At the time of this writing (July 4th, right before I step away for vacation!), the Senate and House have ...

2025: Key Financial Updates

The new year brings important updates to retirement savings, tax thresholds, and more. Here’s a quick roundup of the changes ...