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A History of Modern Credit and Why It’s Important Today
You’re probably familiar with credit in your everyday life. Many Americans have credit cards, use them for everyday expenses, and (most) try to act responsibly to increase their credit scores. But where did it all come from? How did “credit” come about? And why is it such a prevalent part of our daily lives? The History of the US Credit [...]
Celebrating National Credit Awareness Month
March is the start of spring, which means the chilly weather is subsiding, the days are getting longer, and you might even begin planning your summer plans. But March is also National Credit Awareness Month. While cleaning out your gutters or planting seeds might be on your to-do list, this month serves as a vital reminder to perform a different [...]
7 Retirement Milestones You Need to Know
It's a fact. People are living longer these days. And with higher life expectancies, today's retirees will spend more time in retirement than any other generation in American history. Coupled with that, retirements have evolved—and so have the guideposts that mark the way throughout your golden years. As you near retirement, or if you’re already retired, there are key retirement [...]
A History of the Sales Tax
Before we take a peek into the past to see how sales tax became a part of our lives, let’s define our terms. Sales tax is a tax on the sale or exchange of an item or service and is usually paid by the consumer or purchaser. It is a source of revenue for state and local governments to fund [...]
How Home Sales Are Taxed: What Every Homeowner Should Know
Selling a home is a significant financial event, and understanding the tax implications can help homeowners protect their profit and avoid unexpected liabilities. When you sell your residence, the gain you realize may be subject to capital gains tax, but in many cases, favorable tax rules can help reduce that tax burden. Let’s take a look at how the tax [...]
Income Tax vs. Capital Gains Tax: What’s the Difference?
Understanding the difference between income tax and capital gains tax is a key part of smart financial planning. While both are ways the government collects revenue, they apply to very different types of money you receive. Here are the questions you most likely have, and the answers that can help you understand the basics of these two tax categories. Q: [...]
Tax Updates for 2026: Key Things to Know This Year
Thanks to the permanent changes made by the “One Big Beautiful Bill Act” (OBBBA) and the annual inflation adjustments from the IRS, the 2026 tax year brings some changes you might want to make note of. Getting a handle on these updates can help you plan out your financial moves throughout this year, so let’s take a look at some [...]
10 Tips for a Test Drive of Your Retirement
You wouldn’t buy a new car without taking it for a spin first, right? Of course not. Yet many people jump into retirement—one of life’s biggest financial commitments—without ever giving it a trial run. What will your retirement look like? And how will you feel about being retired and on a “fixed” income? Are you confident in your current retirement [...]
