EagleStone Tax & Wealth Newsletter – January 2025

Download PDF version. Do You Have a New Year's Resolution? One out of three U.S. adults typically plan to make New Year’s resolutions. Younger people are more likely to make resolutions, and they tend to place more emphasis on finances, happiness, and...
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Three Ways to Invest in Yourself

Three Ways to Invest in Yourself

The end of the year is a good time to reflect on everything you’ve accomplished and given to others. As you set resolutions for the new year, why not think about how investing in yourself might give you a fresh start? Investing in yourself means focusing on your...
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Home Energy Rebates Could Save You Money

Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects. These home energy rebate programs are to be administered by state energy offices, with the U.S....
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Would You Be Prepared for an Unplanned Early Retirement?

Would You Be Prepared for an Unplanned Early Retirement?

Most of us would prefer not to think about an unexpected (and unwelcome) early retirement, but it does happen frequently. In fact, nearly half of current retirees retired earlier than planned, and of that group, more than 60% did so due to changes at their company or...
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Will Holiday Spending Outpace Inflation?

Will Holiday Spending Outpace Inflation?

Retail spending during the winter holiday months of November and December accounts for about 19% of total annual retail spending and is even more significant for some retail sectors. In 2023, consumers spent $964.4 billion on retail goods and services during the...
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