In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...
Join our webinar on market conditions: Learn investment strategies for high volatility periods. Equip yourself for uncertain times.
As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...
Private Annuity: Estate Freeze Technique
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1. Although it is possible that a...