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August 2025 Newsletter

Cost Is a Key Factor in College SelectionMost families consider cost one of the most important factors when selecting a college. Consider Munis for Tax-Free IncomeConsider Munis for Tax-Free Income Navigating Financial Conversations...

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July 2025 Newsletter

Travel and tourism spending — for foreign visitors in the United States and U.S. citizens in foreign countries — surpassed pre-pandemic levels in 2024.

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June 2025 Newsletter

State and Local Sales Tax Across the MapHere are some interesting facts about state and local sales tax rates. Will You Pay a Medicare Surcharge?If your income exceeds certain limits, you could pay a higher premium for Medicare. ...

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April 2025 Newsletter

April 2025 Newsletter

Cost of Living Varies Widely Across the U.S. Compare the cost of living in the nation's most and least expensive urban areas. ETFs Are Closing the Gap with Mutual Fu Investor demand for exchange-traded funds (ETFs) has increased over the last...

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April 2025 Newsletter

March 2025 Newsletter

Funding the Federal Government Do you know which taxes play the biggest role in funding the federal government? Are You Missing the Bull's-Eye with a Target-Date Fund? Two out of three 401(k) participants own a target-date fund, but many may...

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