This month, Alex provides a blueprint to consider when planning your holiday budget, along with a few tips to help you enjoy the holiday season while saving.

Stocks have hit record highs, sparking renewed debate about whether strong profits can justify these elevated valuations. Unlike past booms, today’s largest companies are profitable and financially stable, yet risks remain if earnings falter. Recent data highlights continued strength in bank earnings and consumer spending, while tech giants face new challenges powering the future of AI.

The last quarter of the year is an ideal time to consider year-end tax planning strategies to potentially reduce your taxes and help you achieve your long-term financial goals. Review the checklist below and consider which strategies apply to your personal situation.

You’ve likely seen headlines about the government shutdown and the political discussions surrounding it. While these events often capture significant media attention and may raise concerns, it’s important for investors—especially those planning for or living in retirement—to keep the broader perspective in mind.

Starting with the 2025 tax year, Wisconsin retirees will benefit from a significant income tax cut included in the state’s new budget. Here’s a quick overview of what’s changing and how it may affect your financial planning: 

One of the most common questions business owners and employees ask is: “What can I deduct for travel, meals, and entertainment next year?” With tax laws evolving and the IRS tightening its definitions, it’s crucial to stay informed and compliant. Here’s what you need to know for 2025. 

The One Big Beautiful Bill Act (OBBBA) is changing how much you can deduct for state and local taxes (SALT) on your federal tax return. For taxpayers, especially those in high‑tax states, could directly impact how much money stays in your pocket each year. 

At KerberRose, we want to make sure you're aware of a major change that could impact your financial planning. The recently passed “Big Beautiful Tax Bill” includes a surprise provision: the federal Electric Vehicle (EV) tax credit will be eliminated after September 30, 2025.