This article was originally published here and submitted to Richland Source for publishing. Why an income floor is the foundation of a secure retirement This article is for anyone who doesn’t have a clear plan for where their retirement income will come from to cover monthly expenses, or for those already drawing Social Security benefits but feeling […]
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Understanding Trump Accounts: A new wealth-building opportunity for the next generation
This article was originally published here and submitted to Richland Source for publishing. Using this simple tool could help your family become multi-millionaires by the time they turn 50! What are “Trump Accounts?” Recently, President Trump addressed one of the key components of the current version of the “big beautiful” tax bill that was recently signed into […]
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Ohio income tax is dropping: Here’s what you need to know for 2025, 2026 and Beyond
This article was originally published here and submitted to Richland Source for publishing. The Ohio legislature passed its budget bill for the next 2 years that will bring Ohio’s income tax to the 2nd lowest state income tax in the country (behind North Dakota) among the states that have an income tax. What’s changing in 2025 and […]
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Special update: What U.S.-China trade progress means for investors
This article was originally published here and submitted to Richland Source for publishing. We learned last week that Treasury Secretary Scott Bessent and United States Trade Representative Jamieson Greer were going to meet with a senior-level Chinese official in Switzerland to begin dialogues around trade negotiations. President Trump tweeted on Friday that 80% tariffs might be reasonable, […]
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The importance of offense and defense in challenging markets
This article was originally published here and submitted to Richland Source for publishing. Concerns that a trade war could lead to a recession have rippled across global markets. Investors have been watching closely as China responded to recent U.S. trade actions with retaliatory tariffs, increasing the perceived risk of a full-scale economic standoff. As a result, markets […]
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How can I benefit from tax loss harvesting?
This article was originally published here and submitted to Richland Source for publishing. Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to offset the amount of capital gains owed from selling profitable assets. The simple answer to our proposed question is this: You […]