Thomas Gonzalez - Iron Birch Advisors

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Retirees, Here’s How to Take Advantage of New Tax Breaks The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

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When Towns Rebuild From Disaster, Some Get Priced Out In Panama City, Fla., and Paradise, Calif., money poured in after natural disasters—squeezing some residents out. The dynamic is repeating across the U.S.

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I quit Amazon after almost 11 years — here are 5 things you should do before you leave a job so you don't leave money on the table Before she quit her job at Amazon, Myra Deshmukh changed her 401(k) contributions to 60% of her paycheck and used all of her personal days.

Happy Pride Month!

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts. See attached for complete article.

What tariffs could mean for the economy, markets and investors Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

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Court Blocks Trade Court Ruling on ‘Liberation Day’ Tariffs. What’s Next for Trade Talks. Analysts and trade lawyers expect the Trump administration to pivot to using other avenues to put levies in place.

Congratulations to the class of 2025! What's next for the graduate in your life?

Allowances can help kids practice making financial decisions. Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares other tips for raising money-savvy kids in this interview with Yahoo Finance.

4 tips for raising financially literate kids Inflation and the health of the US economy are among American parents' top concerns. Ameriprise vice president of financial planning and advice, Deana Healy, joins Wealth with Brad Smith to share her top tips for parents working to raise their kids with money savviness. To watch more expert insights...

Today is Tax Day. Read this article to learn how to get an extension and avoid IRS fines.

Income Tax Extension: How to File for One—and Avoid Fines Laggard taxpayers can easily get a filing extension to Oct. 15, though they must pay the money they owe now.

Hey, Retirees. The Best Thing to Do to Your Stock Portfolio Is Nothing.
Check out this article from Barron's below.

Hey, Retirees. The Best Thing to Do to Your Stock Portfolio Is Nothing. Selling during a market downturn is almost always a bad idea. Some of the market’s best days usually follow its worst days.

Roth IRAs are gaining traction with younger investors. The WSJ covers why they're a popular choice. Read below for more details.

Roth IRAs Are All the Rage With the Young Crowd By getting the money in early, the thinking goes, they are giving it time to grow tax-free. In the run-up to tax day, more savers are making last-minute contributions to max out their individual retirement accounts.

Happy Holi! Wishing you a festival full of color, joy, and prosperity. May this new season bring fresh opportunities and financial success.