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Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to...
Want Your Tax Refund On Time? New IRS Requirements You Need To Know
The IRS has announced new rules that could delay refunds for taxpayers who don’t provide direct deposit information. Under these changes, refunds may be temporarily frozen when bank details are missing or invalid, and the IRS will send notices telling taxpayers to...
Enhanced ACA Subsidies Expired: Impact On Retirees
Health care costs can be one of the biggest challenges for retirees who aren’t yet eligible for Medicare. Recently, enhanced ACA subsidies expired, and that change could have a significant impact on those under age 65. Today, we’re joined by Tom Berkholtz, CFP®, EA,...
The Silver Tsunami Explained
The United States is on the brink of a demographic shift known as the “Silver Tsunami,” as millions of Baby Boomers approach retirement age. This wave will have implications for the economy, healthcare, housing, and the workforce. Today, we’re diving into what this...
How To Pay For A Wedding (According To A Financial Expert)
Weddings are more expensive than ever and more couples are paying the bill themselves. But a meaningful wedding does not have to come at the cost of future dreams like buying a home or starting a family. Today we’re talking with Tom Berkholtz, CFP®, EA, ECA, Manager...
Axiom | Vol 504
NVidia Posts Big Earnings. The Market Yawns. | Your Wealth Roadmap: Checklists for Every Life Stage – From First Paycheck to Enduring Legacy | THIS WEEK | Moving In Retirement | BROOKFIELD | Strength is the Signal, Not Just Noise | Read This Week’s Macro & Market Musings | How Direct Primary Care Delivers Proactive Health for Busy Executives, Families, and Businesses | Wealthyist | Download the 2026 Asset Almanac
Macro & Market Musings – 2/27/26
Comments based on information available as of 6:00 am CT on 2/27/2026 Growth: Strength is the Signal, Not Just Noise The advance Q4 GDP estimate of 1.4% released last week revealed underlying strength beneath a seemingly weak headline. While government outlays weighed...
Macro & Market Musings – 2/20/26
Comments based on information available as of 6:00 am CT on 2/20/2026 Growth: A Broadening, but Stumbling, Bull The US economy continues to defy gravity, even if the stock market has had a few recent setbacks. Second-half 2025 growth was strong, and corporate earnings...
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