June 2025 Newsletter

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

Market Week: May 27, 2025

The Markets (as of market close May 23, 2025) Stocks tumbled last week as traders contemplated the potential impact of new legislation and increased trade tensions following President Trump’s threat of new tariffs against the European Union and Apple. While...

Market Week: May 19, 2025

The Markets (as of market close May 16, 2025) Wall Street enjoyed one of its best weeks in quite some time as stocks moved higher by the close of trading last Friday. Each of the benchmark indexes posted solid weekly gains on the heels of easing U.S.-China trade...