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
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...
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...
February 2025 Newsletter
With inflation cooling, U.S. workers are seeing solid wage increases well above the inflation rate.
January 2025 Newsletter
Do You Have a New Year’s Resolution? New Year’s resolutions can offer an opportunity for positive change, but they’re not easy to keep.
October 2024 Newsletter
Are worker expectations in line with retiree realities for retirement income?
August 2024 Newsletter
The typical family uses a combination of income, savings, grants, and loans to pay for college.
July 2024 Newsletter
Bon Voyage!With COVID receding in most areas of the world, Americans are traveling again. Watch for These Hazards on the Road to Retirement On your journey to retirement, it's important to stay focused — and be aware of a few key risks that...
March 2024 Newsletter
PTO is important, yet nearly half of workers take less time off than allowed.
February 2024 Newsletter
Saving Less? You’re Not Alone The U.S. personal saving rate has dropped significantly since the pandemic.
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