Aug 4, 2025 | Weekly Wrap-Up
💵 Cash Back: Simple and Straightforward How it works: You earn a percentage (typically 1%–8%) of your purchases back as cash. This can show up as a statement credit, direct deposit, or check. Types of cash back: Flat rate: Same percentage on every purchase. Tiered:...
Jul 24, 2025 | Weekly Wrap-Up
There’s been a lot of buzz recently about a so-called “big beautiful bill” that promises tax relief for older Americans—especially those receiving Social Security. The headlines sound exciting: a $6,000 “bonus” deduction for seniors and talk of eliminating taxes on...
Jul 17, 2025 | Weekly Wrap-Up
On July 4, 2025, President Trump signed into law the sweeping One Big Beautiful Bill Act (OBBBA)—a colossal tax-and-spending package that extends and expands many of his 2017 tax cuts while rolling back numerous social and energy credits. Let’s take a look at the key...
Jul 10, 2025 | Weekly Wrap-Up
Many clients ask us for suggestions for good financial health, and we often recommend having a “budget summit” twice a year – January and July. In January we like to think about what lies ahead for the year. Are you taking a big vacation? Do we have to upgrade...
Jun 20, 2025 | Weekly Wrap-Up
🤖 Will AI Take Our Jobs? Here’s a Real Answer “Will AI take my job?” — it’s one of the biggest questions on people’s minds today. The truth? Yes and no. It depends on your industry, your role, and how ready you are to adapt. Let’s dive in: 📉 Jobs AI Is Coming For...
Jun 4, 2025 | Weekly Wrap-Up
If a tariff is imposed on a foreign trading partner’s goods, here is what happens in the US: 1. Imported Goods Become More Expensive: A 10% universal tariff and up to 60% on some Chinese goods raise the prices of imported products. For example, if a Chinese washing...
