Harness Wealth

JUNE 27, 2025

billion in online sports betting activity from early 2025. Finally, the National Taxpayer Advocate warns that despite a smooth 2025 filing season, the 2026 season is at risk due to IRS staffing cuts, with headcount expected to fall from 102,000 to under 76,000. billion in the first few months of 2025 alone.

Taxes

WiserAdvisor

JUNE 4, 2025

Below are top 5 finance industry trends in 2025 to look out for: 1. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning. What they now want is guidance that is specific to their life, not generic advice.

Financial Planning

Zoe Financial

DECEMBER 28, 2024

New Year, New Wealth: A Guide to Financial Resolutions for 2025 Updated December 30th, 2024 Reading Time: 7 minutes Written by: The Zoe Team As the New Year approaches, many of us set personal goals to make the coming year better than the last. An advisor can help you stay accountable and adapt to lifes changes. Ready to Grow Your Wealth?

Estate Planning

Zoe Financial

JUNE 6, 2025

Your 2025 Summer Financial Check-In Published: June 6th, 2025 Reading Time: 7 minutes Written by: The Zoe Team Summer isn’t just for vacations — it’s also the perfect time to reset, assess, and optimize your financial life. Review Your Budget — And Your Spending Leaks Even high earners lose track of money.

Budgeting

Your Richest Life

FEBRUARY 24, 2025

Even though 2025 has only just begun, there are already big changes unfolding that could impact your wallet. That decision is a departure from their announcement at the September meeting to cut rates a full percentage point in 2025. 2025 Inflation creeps up The U.S. This was also higher than the 2.9

Financial Market

The Big Picture

JANUARY 15, 2025

January, 15, 2025) Hedge funds, venture capital, private equity, and private credit have never been more popular. Ted Seides : It’s entirely a function of, let’s say, a liquidity budget. At the Money: Lessons in Allocating to Alternative Asset Classes. What percentage of your portfolio should be allocated?

Portfolio

WiserAdvisor

JULY 2, 2025

for the Individual market by 2025. In 2025, the median national cost for a private nursing home room is approximately $339 per day, while a semiprivate room costs around $302 per day. In 2023, the United States’ National Health Expenditure (NHE) reached $4.9 trillion, equating to $14,570 per person, a 7.5%

Healthcare

The Big Picture

JULY 16, 2025

At The Money: The Right Way to Spend Your Money in Retirement (July 16, 2025) One of the biggest challenges of retirement is actually spending your money! How often should they be making changes to their budgets? She joins Barry Ritholtz to discuss what you need to know about planning for retirement.

Retirement

Zoe Financial

JUNE 18, 2025

5 Components of Financial Literacy Published: February 20th, 2025 Reading Time: 4 minutes Written by: The Zoe Team If you’re a high earner looking to grow your wealth, having a solid understanding of financial concepts can help you manage and protect your money effectively.

Insurance

WiserAdvisor

JULY 4, 2025

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? The numbers you saw on your 2024 return probably will not be the same in 2025. Table of Contents Toggle So, if you are filing your taxes for the 2025 tax year, here is a breakdown of the major changes you should know: 1.

Taxes

Trade Brains

JULY 8, 2025

Synopsis- In a move by Kotak Mahindra Bank to consolidate and bring all its credit under the same umbrella and enhance cost effectiveness, the bank has announced to discontinue its Myntra Kotak Credit Card starting from 10 July 2025. Also read: These Are the Best Axis Bank Credit Cards in 2025 – Are You Using One of Them?

Banking

Trade Brains

JUNE 25, 2025

Also read: Personal Loan vs Credit Card Loan: Which One Will Save You the Most in 2025? In some cases, it can also affect the borrower professionally, How to Prevent Loan Default: It is important to make a monthly budget (should be realistic), which includes all the EMIs that are to be paid. Few lenders can also demand quick payments.

Budgeting

Trade Brains

JUNE 24, 2025

Want a longer repayment tenure and fixed EMIs for better budgeting. In 2025, many banks are providing no-cost EMIs on credit cards, which is a beneficial service to take a loan with no extra cost, but again, it is important to go through the terms, as sometimes missing a payment can bring in heavy charges and also affect your credit score.

Medical

Truemind Capital

JULY 18, 2025

between October 2024 and March 2025. The recent Apr–Jun 2025 quarter brought a welcome summer rally for investors. Equity markets in the US also hit record levels due to ease of geopolitical tensions, dovish fed and trade developments, but economic data released in early July for Q1 2025 (Jan-Mar) presents a mixed picture.

Financial Market

Trade Brains

JUNE 11, 2025

In 2025, budget-friendly Bank stocks under Rs. 100 to watch out for in 2025 IDBI Bank Limited With a market capitalization of Rs. 100 to watch out for in 2025 IDBI Bank Limited With a market capitalization of Rs. Here are six PSU Bank stocks under Rs. crore, the shares of IDBI Bank Limited were currently trading at Rs.

Banking

Trade Brains

JULY 10, 2025

Synopsis- This article is all about the best cashback credit cards in India for 2025, ranked by their real-world cashback potential. By 2025, India’s generation who are digital-first, primarily Gen Z and young professionals, are choosing cards that reward their everyday spending. Do smart choose, do smarter spend.

Food

SEI

JULY 15, 2025

New legislation introduced in 2023 proposes reinstating this benefit, but it has not been passed into law as of 2025. Policy proposal landscape 1031 exchange : The Biden administrations 2025 budget proposed a $500,000 cap on deferrable gains, representing a significant potential shift for high-net-worth clients.

Investments

Carson Wealth

NOVEMBER 18, 2024

Fortunately, as we head into 2025, we think all of those market tailwinds remain firmly in place. Housing is in fact a big portion of a household’s budget. There’s good reason to think this dynamic will play out in 2025 as well, with shelter disinflation in the pipeline and continuing to put downward pressure on overall inflation.

Marketing

The Big Picture

FEBRUARY 24, 2025

Whether it comes from DOGE or the Budget process or a minor court case or a more serious challenge, we should be aware of the changing environment. Previously : Tune Out the Noise (February 20, 2025) The post 7 Areas Where Probabilities of Errors Are Rising appeared first on The Big Picture. That is no longer the case.

Economy

Harness Wealth

MARCH 6, 2025

Industry News State Individual Income Tax Rates and Brackets, 2025 ( Andrey Yushkov and Katherine Loughead , Tax Foundation) Individual income taxes are a major source of state government revenue, accounting for 33 percent of state tax collections in fiscal year 2023, the latest year for which data are available.

Taxes

Yardley Wealth Management

JULY 22, 2025

Research shows that only 44% of workers negotiate, despite evidence that most employers expect workers to negotiate their compensation package and typically prepare their budgets for a bit of back-and-forth. CareerInsiders.org, April 2025 [link] 2. Indeed.com, February 20, 2025 [link] 3. Sources: 1.

Healthcare

Trade Brains

JUNE 23, 2025

SBI Card, among the largest credit card issuers in India, is making a number of significant changes effective July 15, 2025. These changes will affect insurance benefits (or lack thereof), calculated billing and the method by which you reverse your credit card dues. This applies to numerous other co-branded travel credit cards as well.

Insurance

Abnormal Returns

JUNE 23, 2025

theconversation.com) Due to budget cuts, the SEC is likely to examine fewer RIAs in 2025. (advisorperspectives.com) Advisers How to get clients to focus on their estate plan. kitces.com) Family and friends shoulder the vast majority of the costs of dementia care. citywire.com) How financial advisers charge for their services.

Wealth Management

WiserAdvisor

JUNE 11, 2025

One of the most significant ones has been the April 2025 tariff announcement. Still, while your 401(k) may benefit from long-term investing, your monthly budget could feel the impact of tariffs right now. According to research from the Yale University Budget Lab, the average U.S. Make sure to budget more carefully.

Budgeting

Carson Wealth

MARCH 7, 2025

However, a stronger dollar is a double-edged sword as we wrote in our 2025 Outlook. The Budget Lab at Yale University estimates larger prices increases on items like computers and electronics (+10.6%), apparel (+7.5%), autos (+6.1%), fresh produce like fruits and vegetables (+2.9%), and wood products (+2.9%). The S&P 500 is down 6.0%

Economy

Bell Investment Advisors

JUNE 27, 2025

and Global Economies Tariffs — Current Status & Impacts Debt, Inflation, & the “Big, Beautiful Bill” Questions from Clients Bell Investment Advisors Webinar June 2025 From Policy to Portfolio: The Economic Impact of Tariffs Note: This transcript has been edited for clarity and context. Slide 13: 2025: U.S.

Economics

Nerd's Eye View

APRIL 30, 2025

In recent years, there's been uncertainty over whether the Tax Cuts and Jobs Act (TCJA) will be allowed to 'sunset' at its scheduled expiration date of December 31, 2025, which would revert many current tax rules to their pre-2018 status. In the House's version, the budget resolution authorizes $4.5 Although the 2024 U.S.

Budgeting

Carson Wealth

JULY 11, 2025

One of the opportunities we highlighted early in the year in our 2025 Outlook was a big tax bill that boosted corporate profits, similar to 2017. The S&P 500 price index has a year-to-date return of 6.8% (through July 3, 2025), and a total return of 7.5% trillion over the next decade (2025–2034) , and $4.7 return in 2023.

Taxes

The Big Picture

MAY 20, 2025

That was like, I should have paid more attention to that question because my budget, my business plan was 50% of our net worth before it was all said and done. 00:37:05 [Speaker Changed] Well, well as we’ve seen in year to date in 2025, the, the mag seven have become the lag seven. So she was all in, she had two questions.

Management

Advisor Perspectives

JUNE 12, 2025

The first half of 2025 has been driven by headlines that have caused volatility in both the stock and bond markets. While tariff negotiations have commanded the most attention, we are now pivoting to the federal budget deficit, which feels like a perpetual headline over the last 15 years.

Budgeting

WiserAdvisor

JUNE 26, 2025

Over time, that gap compounds, and so does the risk to your budget. And if you don’t have a supplemental plan, they could derail your budget quickly. In some places, even subsidized plans stretch the budget uncomfortably thin. Medical treatment abroad, including emergencies while traveling. Bottom line?

Healthcare

Trade Brains

JUNE 16, 2025

In 2025, some top banks launched RuPay credit cards that can be connected to UPI platforms such as PhonePe, Google Pay, Paytm, and BHIM. Budget Control: Real-time transaction monitoring on UPI apps assists in spending control. Credit + Digital Convergence: Get reward points, EMI choices, and cashback while shopping digitally.

Banking

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.

Economy

Investing Caffeine

JULY 1, 2025

in Q1 2025. the four biggest hyperscalers—Amazon, Microsoft, Google, and Meta—are projected to spend over $300 billion on capital expenditures in 2025 alone ( see chart below ). A huge portion of the project costs are dedicated to the budget for NVIDIA super chips. GDP contracted -0.5% In the U.S., Oracle Corp.

Marketing

Trade Brains

JUNE 26, 2025

Through the development of budget hotels, carefully thought-out travel packages, commercial promotion, information exchange, and communication with global reservation systems, it also makes a substantial contribution to the expansion of both domestic and international travel. The index closed Thursday at 25,549, up 304.25

Insurance

Wealth Management

JULY 24, 2025

Elaine Misonzhnik , Senior Editor, Investments , WealthManagement.com July 24, 2025 11 Min Read EyeEm Mobile GmbH/iStock/Getty Images Plus New ETFs come to market all the time. The first six months of 2025 featured 464 launches, according to Morningstar, covering manifold strategies and assets.

Wealth Management

Carson Wealth

MAY 19, 2025

Early Weakness in 2025 Wasnt a Surprise No we didnt see a 10% market crash after Liberation Day on April 2 coming, but we thought some type of early year weakness was very possible. Could history repeat itself in 2025? The Committee for a Responsible Federal Budget (CRFB) estimates that the deficit will surge by almost 1.8%

Marketing