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4 Steps to Protecting a Child with Disabilities

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...

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March 3rd, 2025

Weekly Market Insights | March 3rd, 2025Tariff 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...

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February 24th, 2025

Weekly Market Insights | February 24th, 2025New 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...

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Red Flags for Tax Auditors

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...

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February 17th, 2025

Weekly Market Insights | February 17th, 2025Markets 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 the...

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February 10th, 2025

February 10th, 2025

Weekly Market Insights | February 10th, 2025Markets 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...

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What If Your Kids Decide Against College?

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 them? It’s a valid question that many families are facing as more and more people choose alternatives to traditional four-year colleges.

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February 3rd, 2025

Weekly Market Insights | February 3rd, 2025Black 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 &...

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January 25th, 2025

January 25th, 2025

Weekly Market Insights | January 27th, 2025Shifted Policy Gears Rev Markets Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500...

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January 21st, 2025

January 21st, 2025

Weekly Market Insights | January 21st, 2025Goldilocks Returns; Market Ends Week "Just Right." Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears.  The Standard & Poor’s 500 Index rose 2.91 percent,...

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