by lportee53 | Mar 20, 2025 | Retirement
Social Security Fairness Act’s New Chapter The Social Security Fairness Act, signed into law in December 2024, adjusts two longstanding provisions that previously reduced Social Security benefits for certain recipients: the Windfall Elimination Provision (WEP)...
by lportee53 | Mar 10, 2025 | Weekly Insight
Weekly Market Insights | March 10th, 2025 Tariffs Take Markets for a Wild Ride Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors’ concerns about economic growth and inflation. The...
by lportee53 | Mar 6, 2025 | Financial Planning
4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special...
by lportee53 | Mar 3, 2025 | Weekly Insight
Weekly Market Insights | March 3rd, 2025 Tariff Talk Returns, Volatility Close Behind Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95...
by lportee53 | Feb 24, 2025 | Weekly Insight
Weekly Market Insights | February 24th, 2025 New Indicators Rattle Investors Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq...
