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CPI, PCE … What About the YPI? Assessing Your Personal Inflation Rate

CPI, PCE … What About the YPI? Assessing Your Personal Inflation Rate

Key Takeaways The Consumer Price Index, personal consumption expenditures, and other measures don’t necessarily capture the full effects to your personal expenses Inflation varies from person to person due to factors such as geography, personal demographics, and so-called “hedonic adjustments”  Consider looking at your investment objectives through a “personal inflation” lens Inflation is a tricky thing, […]

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5 Things to Consider for Your Tax Refund

5 Things to Consider for Your Tax Refund

Key Takeaways Consider a bucket strategy of saving, spending, and donating If you have high-interest debt, consider paying it down first Charitable donations are one of several ways to earmark these funds and get a tax write-off Getting a tax refund? You’re not alone. Last year, the Internal Revenue Service (IRS) issued more than 126 […]

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