Personal

Recent research from the Bank of America indicates that travel spending among American households continues to surpass pre-pandemic levels. This trend is largely fueled by a surge in international trips, according to economists Taylor Bowley and Joe Wadford. They highlight that vacationing abroad is a key driver of the current travel momentum. Despite a slight
0 Comments
Automated 401(k) savings plans have been heralded as a game-changer in the realm of retirement planning. However, recent research has uncovered some critical flaws in the system that cast a shadow on their effectiveness. While policies like auto-enrollment and auto-escalation have been lauded for their potential to enhance workers’ nest eggs, the reality is far
0 Comments
When it comes to investment strategies, many investors are familiar with the concept of asset allocation. However, what often gets overlooked is the importance of asset location, particularly for wealthier investors. Asset location focuses on minimizing taxes to boost after-tax returns, making it a crucial component of financial planning that should not be ignored. The
0 Comments
The U.S. Department of Education recently announced additional details regarding the rollout of the new Free Application for Federal Student Aid (FAFSA) for the upcoming academic year. The 2025-26 FAFSA will be implemented through a phased rollout approach, which aims to address the issues that plagued the last year’s college aid application cycle. The 2025-26
0 Comments
In a booming stock market environment, it is essential to consider alternative strategies to rebalance your portfolio and potentially save on future taxes. One such tactic, tax-gain harvesting, involves strategically selling profitable assets in your brokerage account during lower-income years, such as early retirement or periods of unemployment. With the S&P 500 surging more than
0 Comments