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A Beginner’s Guide to Market Investment Terms

Carson Wealth

Bonds Bonds are essentially loans you make to a company or government, and in return, they pay you back with interest over time. The IRS taxes capital gains. Those held short-term (less than a year) will be taxed at higher rates than those held long-term (more than a year). issuing bonds) rather than taxes or revenue.

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What are the Tax Brackets and Federal Income Tax Rates for the 2025-2026 Tax Year?

WiserAdvisor

Did you know that the Internal Revenue Service (IRS) adjusts 2025 tax brackets to account for inflation? These changes can affect how much tax you owe and whether you are eligible for certain tax credits or deductions. Alternative Minimum Tax (AMT) Alternative Minimum Tax (AMT) exemption phaseout thresholds d.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

At any given moment, people are working towards multiple goals like saving for retirement, managing taxes, buying a home, protecting their family through insurance, or planning for healthcare needs. For example, a clients investment choices should align closely with their tax strategy, too. People want all these goals to work together.

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Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

Tax planning. Utilizing tax-efficient investment strategies, such as municipal bonds and tax-managed ETFs, may help minimize tax liabilities. Charitable giving and philanthropic activities can also provide tax benefits while supporting causes you care about. Budget for emergencies. Tax planning is crucial.

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Tariffs Are Here. The Market is Down. Here is What It Means for Investors

Validea

Main Topics Covered: Tariffs Explained: A deep dive into how tariffs function as a corporate tax, their impact on domestic companies, and the challenges of passing costs to consumers. DOGE Initiative: Examination of the Department of Government Efficiency (DOGE) as a propaganda tool and realistic estimates of potential budget savings.

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Pros and Cons of Using Tax Preparation Software

Harness Wealth

Tax season is approaching, which means many people will be exploring the use of tax software to prepare and submit their tax returns themselves. While tax software certainly offers benefits, particularly when it comes to cost, the decision to use it isn’t nearly as straightforward as it may seem.

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Financial market round-up – Jul’25

Truemind Capital

Ahead of elections, the government reduced spending, and the RBI tightened liquidity by Rs 3–4 lakh crore to support the rupee. Monetary and fiscal policies decisions in the form of the recent rate cuts and budget tax breaks can lift household consumption, especially in the festive season ahead.