Tax Planning? Get out our Key Numbers 2025 report--important tax planning numbers for both 2024 and 2025.

EagleStone Tax & Wealth Newsletter – April 2025

Download PDF version. Cost of Living Varies Widely Across the U.S. Residents of Manhattan, NY, live in the nation’s most expensive urban neighborhoods, paying more than twice the national average to maintain a “professional/managerial” standard of...
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Quarterly Market Review: January – March 2025

The Markets (first quarter through March 31, 2025) Wall Street got off to a good start to begin the first quarter of 2025 and continued to rally for much of the quarter. Several of the benchmark indexes reached record highs in January through mid-February. However,...
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Breaking Down the Numbers: The Soaring U.S. National Debt

Breaking Down the Numbers: The Soaring U.S. National Debt

The U.S. national debt is the total amount of money owed by the federal government. As of January 2025, it stands at $36.16 trillion.1 The difference between deficit and debt When the federal government spends more money than it collects in taxes in any given fiscal...
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The Versatile Roth IRA

The Versatile Roth IRA

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and foremost, a Roth IRA is designed to provide tax-free income in retirement. If your modified adjusted gross income...
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Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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