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More Tariffs - What Does this Mean for Your Investments?
More Tariffs - What Does this Mean for Your Investments? Tariffs 2.0: Implications for Your Portfolio On April 2, 2025, the President announced a major change in U.S. trade policy: a new 10% baseline tariff on nearly all imported goods...
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Stock Pullbacks Are Helpful, Not Hurtful
Do me a favor: print the chart in this email and pin it to your wall. I want you to have a constant reminder that stock prices see pullbacks several times during the year. It’s a normal, healthy part of the investing cycle. Is it...
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The Questions you SHOULD be Asking about Tariffs
Now What? “What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. I want to talk a little about fear, how we handle it…and how we can benefit from it.
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Tariffs: What They Mean for You
There's a lot of information circulating about tarriffs. People are scared, confused, or excited. What are they, really, and what do they mean for our economy and for you?
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Understanding 529 Plan Distributions
Explore how a 529 college savings plan can be used for a variety of educational expenses, from K-12 to higher education, vocational schools, and beyond, while also considering the importance of state tax treatment and eligible costs.
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Maximizing Your 529 Plan
Discover the inclusion of technology and additional resources as qualified expenses for 529 plans, and learn essential tips for successfully managing and maximizing your 529 plan distributions.
Read MoreWhere Will my Retirement Income Come From?
Sources of Retirement Income Where Will Your Retirement Income Come From? Retirement planning is all about ensuring financial security during your golden years. According to the Social Security Administration, retirees typically draw...
Read MoreKeeping Up with Inflation in Retirement
Accounting for Inflation in Retirement How Much Will Your Income Need to Increase to Keep Up With Inflation? The cost of living increases over time, and so should your retirement income. Historically, the annual rise in the Consumer...
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IRS Releases 2025 Tax Brackets
The Internal Revenue Service released the updated income tax brackets, standard deduction, and retirement contribution limits for the 2025 tax year. While these changes won’t impact you for some time, it may benefit you to start...
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New Retirement Contribution Limits for 2025
The Internal Revenue Service has released new limits for the coming year. Wayne Christian Financial Services can guide you in better understanding these changes. Contact us with your questions, and read below for more information....
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What's Your Risk Number?
Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. At Wayne Christian Financial, we use a risk assessment built upon a Nobel Prize-winning framework, and you can do it yourself in...
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Social Security Says 2.5% COLA in 2025
Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration. The annual cost of living (COLA) adjustment will affect more than 72.5 million Social Security...
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Understanding Qualified Charitable Distributions (QCDs)
As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your...
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