The Advisor Blog

Young African American worker with apron on working in restaurant; concept of working in a job where you receive tips.
Understanding the “No Tax on Tips” Deduction

If you’re one of the estimated six million taxpayers working in a job where you receive tips, you may be interested in learning more about the new “no tax on tips” deduction.(1)

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Older employee working with younger employee in office setting.
Phased Retirement Can Help Smooth the Transition

Two-thirds of Gen X and 56% of millennials would prefer to gradually decrease their hours or work a more flexible schedule as they transition to retirement.

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Barge with shipping containers; concept of trade and import and goods.
Tariffs Helped Drive Decline in Trade Deficit

The U.S. trade deficit in goods — the target of tariffs — increased by about 2% in 2025.

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Percentage sign lit up on black floor surrounded by other percentage signs that are black. Concept of interest rates.
Student Loan Interest Rates Rise Slightly for 2026-2027

Every May, interest rates on federal student loans are recalculated for the upcoming school year.

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Three generations, mom with child and with elder mother in home sitting together; concept of taking care of both child and parent.
The Sandwich Generation: Juggling Family Responsibilities

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents.

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