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...

Market Commentary | March 3rd, 2025

Week in Review… Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -0.98% The Dow Jones Industrial...

Market Commentary | February 24th, 2025

Week in Review… Major market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets.   The S&P 500 declined by -1.66% The Dow Jones Industrial...

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...

Market Commentary February 17th, 2025

Week in Review… Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty.   The S&P 500 rose +1.47%. The Dow Jones Industrial Average...