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Jacksonville Beach Financial Advisor Economics News
More 2026 Medicare Trouble – IRMAA, etc.
July 30, 2025
By Admin

Inflation in medicine generally outpaces most other price indices, and 2026 is looking to be no exception. Last week we highlighted the deleterious effect Medic ...

Jacksonville Beach Financial Advisor Economics News
Medicare Costs vs. Social Security Benefits – 2026 Trouble Ahead
July 23, 2025
By Admin

Inflation has been tamed, although not quite all the way to the 2.0% annual target set by Federal Reserve (FED) Chairman Powell. Concurrently, government is app ...

Jacksonville Beach Financial Advisor Political News
More on Trump’s One Big Beautiful Bill Act (OBBBA)
July 16, 2025
By Admin

Washington, D.C. has a penchant for “slick” names on legislation. Names frequently get initiated with acronyms ostensibly descriptive of actual legislative ...

Jacksonville Beach Financial Advisor Political News
OBBB Becomes OBBL
July 9, 2025
By Admin

Many said it couldn’t be done, and others (including me) were merely skeptical to some degree. Back in January 2025, President Trump 47 indicated to House Spe ...

Jacksonville Beach Financial Advisor Investment News
Kids’ Summer Employment in Family Business (Part 2)
July 2, 2025
By Admin

The IRS requires adherence to very specific rules for family employment, and failure to abide by those rules can be costly. On the theoretical side, there is no ...

Jacksonville Beach Financial Advisor Investment News
Kids’ Summer Employment in Family Business (Part 1)
June 25, 2025
By Admin

Living the American Dream has long been thought to mean owning your own home. I understand that sentiment as well as anyone, having been a homeowner for five de ...

Jacksonville Beach Financial Advisor Political News
“Trump Accounts” for Newborns Sound Good, But…
June 18, 2025
By Admin

At this juncture, the “One Big Beautiful Bill” budget proposal supported by the current Administration is in limbo. Following an original Trump Administrati ...

Jacksonville Beach Financial Advisor Economics News
Yes, You Can Be “Too Nice” (But Don’t)
June 11, 2025
By Admin

Face it, most Americans are just plain nice people. We are a considerate and generous population. America is also a wealthy country, blessed with natural resour ...

Jacksonville Beach Financial Advisor Tax Planning News
Florida Sales Tax Holidays Are Back
June 4, 2025
By Admin

Living and working in Florida is, in many ways, its own reward. Everyone knows that we have no State Income Tax, but our state extracts operating income from re ...

Jacksonville Beach Financial Advisor Tax Planning News
America’s Most Hated (and least known) Tax
May 28, 2025
By Admin

“We love paying taxes”, said no one ever. “The price of living in a free society,” say many. However, some taxes are worse than others, and one largely ...

Jacksonville Beach Financial Advisor Tax Planning News
Return to Itemizing Tax Dedications?
May 21, 2025
By Admin

Tinkering with the U.S. Tax Code is seemingly a hobby for elected officials in Washington, D.C. In 2017, the newly minted Trump (45) Administration was determin ...

Jacksonville Beach Financial Advisor Tax Planning News
Qualified Charitable Distributions (QCDs) Made Easier
May 14, 2025
By Admin

Americans are very generous, every year giving away more than Half a Trillion Dollars (that is only individual giving, and does not include corporations, founda ...

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