The Markets (as of market close April 29, 2022) The markets seemed to react with fear last week. The major indexes fell, with about 90% of S&P 500 stocks losing ground and every major market sector closing in the red. Investors turned to bonds, sending the price of 10-year Treasury notes up and the yield […]
MARKET WATCH: MAY 2, 2022 Read More »
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 changed the rules for taking distributions from retirement accounts inherited after 2019. The so-called 10-year rule generally requires inherited accounts to be emptied within 10 years of the original owner’s death, with some exceptions. Where an exception applies, the entire account must generally
Required Distributions: Changes You Need to Know Read More »
The Markets (as of market close April 22, 2022) Wall Street closed lower last week as investors weighed mixed earnings data against increased certainty of aggressive interest rate hikes by the Federal Reserve. It was the third straight week of losses for the S&P 500 and the Nasdaq, while the Dow declined for the fourth
MARKET WATCH: APRIL 25, 2022 Read More »
The Markets (as of market close April 14, 2022) Stocks ended last week mostly lower. Each of the benchmark indexes listed here closed down during the holiday-shortened week, as Wall Street was closed in observance of Good Friday. Tech shares slid lower, pulling the Nasdaq down 2.6%. The S&P 500 also fell more than 2.0%
MARKET WATCH: APRIL 18, 2022 Read More »
Article originally published on: https://www.goodhousekeeping.com/ Ever wonder what a cute woodland creature has to do with the holiday? Legend has it, every year on Easter, a long-eared, cotton-tailed creature hops from house to house to deliver festive baskets full of treats, toys and delicious candy to children and even leaves colorful eggs hidden for them to find! Among other
What Are the Easter Bunny’s Origins? Here’s the Fascinating History of the Easter Bunny Read More »
***Deadline to enroll is April 30th *** Article originally published on Tallahassee Democrat Aiming to bring urgency to the importance of saving early for college, Florida Prepaid kicked off its annual Open Enrollment period Feb. 1 by offering families who purchase a 529 Prepaid Plan by April 30, 2022 up to $500 in a 529
Florida Prepaid begins 2022 open enrollment for college tuition plans Read More »
Stocks closed generally higher last week, with only the Dow failing to post a gain. As has been the case since the end of February, investors have had to weigh the impact of the Russia-Ukraine war on the economy in general and inflation in particular. Adding to the list of concerns is the Federal Reserve’s
MARKET WATCH: APRIL 4, 2022 Read More »
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you target your goals by
Financial Planning: Helping You See the Big Picture Read More »
The Markets (as of market close March 25, 2022) Wall Street closed higher for the second consecutive week, despite several days where stock values seesawed. The tech-heavy Nasdaq led the gainers, followed by the S&P 500, the Global Dow, and the Dow. The small caps of the Russell 2000 edged lower. Information technology was the
MARKET WATCH: MARCH 28, 2022 Read More »
Article originally published on: https://www.cnbc.com/ When spring cleaning this season, don’t forget to include your finances. To start, you’ll want to get organized. A cluttered house or cluttered mind can make you feel unproductive. It’s the same thing when your finances are disorganized, said Jamila Souffrant, creator of financial education podcast “Journey To Launch.” “It
Want to give your finances a spring cleaning? First, get organized Read More »
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