by lportee53 | Feb 19, 2025 | Financial Planning
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
by lportee53 | Feb 17, 2025 | Weekly Insight
Weekly Market Insights | February 17th, 2025 Markets Advance Amid Volatile Week Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy’s strength. The Standard & Poor’s 500 Index gained 1.47 percent, while...
by lportee53 | Feb 10, 2025 | Weekly Insight
Weekly Market Insights | February 10th, 2025 Markets Process Tariff Deals, New Data Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24...
by lportee53 | Feb 5, 2025 | Financial Planning
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for...
by lportee53 | Feb 3, 2025 | Weekly Insight
Weekly Market Insights | February 3rd, 2025 Black Swan Casts Shadow Over Wall Street Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard...
