Author: Mark Starosciak, CFP®
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Year-End 2025 Market Update: The Sun Sets, But Markets Shine On
Whose bingo card had 2025 up strong double-digits after a nearly -20% loss to start the year in Q1? Not us, I can tell you that! But markets have a strange way of... Read more.
ABLE Accounts For Disability Are Expanding In 2026
Achieving a Better Life Experience (ABLE) accounts, established in 2014, provide a vital financial tool for individuals with disabilities. These tax-advantaged savings... Read more.
October 2025 Market Update: There’s Gold in Them Thar Hills
What a difference a couple quarters can make. It was a six short months ago that it seemed the markets were headed for disaster. Many investors were pulling money... Read more.
Wealth Taxes Don’t Work
Wealth taxes, which impose levies on an individual’s net worth rather than income, have been proposed in various countries as a tool to reduce inequality and fund... Read more.
Frozen Housing Market No More: The Thaw
As October 2025 unfolds, the U.S. housing market remains locked in a delicate balance between persistent affordability challenges and tentative signs of recovery.... Read more.
Late Summer Market Update: Pick Your Poison
A Sentiment Driven Market Is this a positive environment, or a negative one for the markets? It really depends on who you want to believe. In a sense, this is a... Read more.
Summer Market Update: Opportunities in the Wild (Market)
If you turned off all your screens and went on a 3 to 4 month vacation and finally checked on how the stock market was doing this year, you would see the S&P... Read more.
3 Economic Benefits of Hiring a Spouse
In the realm of small business ownership, strategic financial planning is crucial for maximizing profitability and minimizing tax liabilities. One often-overlooked... Read more.
Can Trump Really End Taxes on Social Security?
During his 2024 presidential campaign and subsequent second term, President Donald Trump repeatedly pledged to eliminate federal income taxes on Social Security... Read more.
Is Social Security Solvent?
Is Social Security Insolvent? Social Security, a cornerstone of the American social safety net, provides critical financial support to retirees. Established in 1935... Read more.