Monthly Newsletter

EagleStone Tax & Wealth Newsletter – May 2024

Download PDF version. Health Insurance Premiums Jumped in 2023 In 2023, the average total annual premium for employer-sponsored health insurance coverage was $8,435 for single coverage and $23,968 for family coverage, with average worker contributions of $1,401 and...
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EagleStone Tax & Wealth Newsletter –April 2024

Download PDF version. Do You Know If Your Retirement Is at Risk? An analysis of data from the Federal Reserve Survey of Consumer Finances found that 47% of U.S. households were at risk of not having adequate retirement income, but only 19% were aware of their risk. On...
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EagleStone Tax & Wealth Newsletter – March 2024

Download PDF version. Why Do Workers Take Less Paid Time Off Than They Can? In a 2023 survey, nearly nine out of 10 workers said it was extremely or very important to have a job that offers paid time off (PTO) for vacations, doctor appointments, and minor illnesses....
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EagleStone Tax & Wealth Newsletter – February 2024

Download PDF version. Saving Less? You're Not Alone The U.S. personal saving rate — the percentage of personal income that remains after taxes and spending — was 3.8% in October 2023. The saving rate spiked to an all-time high during the pandemic, when consumers...
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EagleStone Tax & Wealth Newsletter – January 2024

Download PDF version. Economy Staying Strong After a worrisome decline in the first half of 2022 — which sparked fears of a recession — U.S. inflation-adjusted gross domestic product (real GDP) has grown steadily. The third quarter of 2023 showed the strongest growth...
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EagleStone Tax & Wealth Newsletter – November 2023

Download PDF version. Then and Now In 2003, the U.S. was emerging from the dot-com recession, unemployment rates were peaking during a jobless recovery, and online shopping was becoming more popular. Twenty years have passed, and here’s how some things have...
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