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Level Up - Mark Tepper
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The Quiet Credit Card Squeeze: Why High-Interest Debt Is Becoming...

Credit card debt in the U.S. has quietly climbed to $1.14 trillion, an all-time high. On the surface, the economy ... Read More

 

Tariff-Driven U.S. Investments: Trillions in Pledges and What The...

Tariff-driven U.S. investments are making headlines, and for good reason. In recent years, trade negotiations have moved beyond just ... Read More

 

Crypto in Your 401(k)? What Trump’s Executive Order Means for R...

President Trump just signed an executive order that could reshape how Americans save for retirement by making cryptocurrency and other ... Read More

 

Selling a Rental Property? Here’s How a 1031 Exchange Could Sav...

Selling a rental property can come with an unexpected tax surprise. Between capital gains taxes and depreciation recapture, investors are ... Read More

 

Can Nvidia Continue to Climb? 

Nvidia has made history: on July 10, 2025, it became the first publicly traded company to reach a $4 trillion market capitalization, briefly ... Read More

 

Do Young Six-Figure Earners Really Need a Financial Advisor?

A common question amongst young, high earning individuals is whether or not it is smart to hire a financial advisor. ... Read More

 

How to Avoid the Kiddie Tax When Gifting to Grandkids

Gifting to your grandkids can be one of the most fulfilling parts of a financial plan. But if you’re ... Read More

 

Avoiding the IRMAA Cliff: What Every Retiree Needs to Know About ...

Retirees often focus on Social Security and Required Minimum Distributions (RMDs) when planning income in retirement, but one hidden cost ... Read More