Understanding Today’s Financial Environment
Newsletters
-
New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
-
HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
-
Consider Roth for Tax-Free Income
Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.