2024 Budgeting Math 
Abnormal Returns
DECEMBER 1, 2024
Markets The S&P 500 returned 5.87% in November 2024. on.spdji.com) It's hard to make the math on hedge funds add up. nytimes.com) Budgeting When you do the math, it's hard to find trillions to save in the federal budget. econbrowser.com) The Department of Veteran Affairs now makes up 5% of the federal budget.
The Big Picture
MARCH 24, 2025
The text accompanying that chart reads: “ Consumption: in 2024, one third of GDP came from government spending, a record high excluding periods of war or crisis; this was financed by 6-7% budget deficits, another unwelcome peacetime record.” How can this be? Maybe my animus toward DOGE is misplaced.
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WiserAdvisor
JUNE 26, 2025
Milliman’s 2024 projections show that a healthy 65-year-old man will likely spend around $281,000 on healthcare over his lifetime. Over time, that gap compounds, and so does the risk to your budget. There’s a monthly premium (about $175 in 2024), and 20% coinsurance for most services. You’re on your own. Bottom line?
The Big Picture
MARCH 17, 2025
You were the Chief Economist for the US Senate Budget Committee during, was that during the Obama administration? So wait, so you are the Chief economist for the Democrat US Senate Budget Committee, who is the chief economist for the Republicans Stephanie Kelton : Bill something? ’cause I was just teaching economics at UMKC.
The Big Picture
OCTOBER 23, 2023
As the Peterson Institute noted: In June, the Congressional Budget Office (CBO) projected that annual net interest costs would total $663 billion in 2023 and almost double over the upcoming decade, soaring from $745 billion in 2024 to $1.4 trillion in 2033 and summing to $10.6 trillion over that period.
Trade Brains
DECEMBER 7, 2023
From budgeting basics to investments, these courses offer a comprehensive foundation for managing your money in a better way. The course covers an introduction to personal finance, credit cards, life insurance, health insurance, investment instruments, loans, income tax and planning, budgeting and building a strong portfolio.
MainStreet Financial Planning
JUNE 28, 2024
The new rule: Grandparent owned 529 plans are not reported on the FAFSA at all starting in 2024, so they have no impact on a student’s financial aid calculation. Let’s work out the math, if you have $100,000 in a parent owned 529 plan, then student aid will be reduced by $5,640, over 4 years that is over $20,000!
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