Newsletters

Record Charitable Giving in 2024 U.S. charities received a record $592.5 billion in 2024, driven by a strong stock market and healthy economy. Balancing Life in the Sandwich Generation It's important to find balance when caring for children and...

Services Exports Help Trim Trade Deficit Tariffs and concerns about the U.S. trade deficit focus on trade in goods, so the importance of trade in services is often overlooked. Are You Prepared for the High Cost of Dying? While death is...

Boomer Homeownership and RetirementBaby boomers hold about half the nation's home equity, amounting to more than $17 trillion. Life Insurance Might Help During Turbulent Economic TimesLife insurance may be helpful during tough economic times....

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...

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

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. ...