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#TBT States with Tax-Exempt Interest from U.S. Debt Obligations
As of 2021, here is an overview of how the states and jurisdictions handle interest on certain U.S. government obligations.
Seven Rules to Using a Credit Card Safely
These are the seven rules to using a credit card safely.
#TBT How to Keep Your Identity Safe Online
This 2015 article has five rules for safely handling your digital security which you can’t afford not to implement.
In Roth Conversions, Reducing Political Risk May Be One of the Benefits
Converting early can avoid your exposure to tax changes going forward as a Roth IRA is never taxed again.
#TBT Tackling College Costs at the Eleventh Hour
The best way to climb the mountain of college costs is gradually, but if you need to make some last minute leaps, our government has a few tax-related strategies.
2024 Index of Economic Freedom Update
Last year, eleven countries made our cut-off. This year, twelve do.
Updates to Our Emerging Markets Strategy (March 2024)
Because of Mexico’s current valuation, we believe that it has the possibility to perform well regardless of how this potential conflict resolves.
#TBT The Benefits of Free Trade Agreements
Regardless of which way the balance of trade says the surplus falls, we and our trading allies benefit from the exchange.
Q&A: How Should I Invest My Cash?
Our recommendation is to keep money that may be needed within the next six months invested in a money market fund.
#TBT The Delirious Happiness of Free Market Choice
This 2015 article details one of the most brilliant breakthroughs in all of food science and how it relates to almost every aspect of life.
In Roth Conversions, Reducing Your Taxable Income is One of the Benefits
Roth conversions can decrease your taxable income and increase your tax savings over the long haul.
#TBT Eliminate the Capital Gains Tax
Maybe if we say it enough, it will actually get done. “The correct rate for the capital gains tax is zero, zip, nada. Perhaps it is even negative!”
A Closer Look at Net Investment Income Tax (NIIT)
The 3.8% Net Investment Income Tax (NIIT) is a Medicare contribution tax on investment income.
Baby Registry Guide from a Financial Planner (Updated 2024)
Now that we’ve been parents for a few months, I can confidently say all of these items vastly improved our journey into parenthood.
#TBT Three Reasons To Engage In Gift Giving
The holiday cliché is to complain about hyper-materialism, but according to anthropologists, gifts and gift giving help shape our identities.