February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs,…
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It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as U.S. competitors at a fraction of the cost. Nvidia’s stock…
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Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any time stock markets set new records. As tempting as it is to assume that what…
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There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about tax efficient charitable giving, and…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who recommended a living trust as part of…
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Early retirement is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal penalty imposed to distributions from IRAs & 401ks before 59 ½ years…
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This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after receiving the inheritance unexpectedly. He and his wife are in a…
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