June 2025 Newsletter

State and Local Sales Tax Across the Map

Here 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.

Fine-Tuning with Sector Funds

Understanding the sector balance of your portfolio may reveal risks and opportunities.

Peer-to-Peer Payments Are Popular, but Be Careful

Making a peer-to-peer (P2P) payment is a convenient way to send money, but what happens when something goes wrong?

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