New Trump Account Updates

September 1, 2026 | 0 views

Picture two couples, each with a baby born this year, each routing $2,500 of salary into that child's Trump Account through an employer's payroll system. One couple sits in the 35% bracket. The other, at roughly $65,000 of taxable income,...

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Ready to Set Your Q4 Financial Goals?

August 1, 2026 | 0 views

Surprising as it may seem, Q4 is at your doorstep, knocking and asking for attention. What’s more, it’s that time of year when everything starts getting busy: kids go back to school, football starts, and then the holidays are just...

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Travel Companions: How to Share Expenses

August 1, 2026 | 0 views

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel enthusiasts,...

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Understanding the Exchange Ratio

August 1, 2026 | 0 views

With more than $57 trillion in mergers and acquisitions, according to the Institute for Mergers, Acquisitions & Alliances, understanding how the Exchange Ratio works is essential for businesses and investors to maximize these processes.The ratio assesses how many shares the...

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IRS Raises Mileage Rates Midyear: What You Need to Know

August 1, 2026 | 0 views

For the first time since 2022, the IRS is changing standard mileage rates in the middle of the tax year. If you track business, medical or moving miles, this matters. Starting July 1, 2026, the numbers go up, and your...

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