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Financial Planning Checklist: What to Consider When Reviewing Health and Life...
At the heart of any sound financial plan lies the assurance that you and your loved ones are adequately protected against life’s uncertainties. Central to this protection are your life and health...
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IRS Free Tax Filing Program to Come in 2025
This year the IRS launched a free tax filing pilot program in 12 states. The Direct File pilot only covered individual federal tax returns, but once a federal return is filed, taxpayers will be guided...
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Market Recap Week of 05/28/2024 to 05/31/2024
The S&P 500 index recorded its first weekly decline since mid-April but still ended May with a solid monthly gain. The week consisted of just four sessions as the US stock market was closed on...
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Episode 208 – 5 Investing Mistakes You May Not Know You’re Making
Are you unknowingly sabotaging your investment success? Dive into the murky waters of investing pitfalls with host Marc Bautis on The Agent of Wealth Podcast. Uncover the five most common investing...
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Stock Update as of June 6, 2024
According to CNBC, the S&P 500 jumped 1.18% and the index touched a new intraday all-time high of 5,354.03. The Nasdaq Composite jumped 1.96% and hit a new record, while the Dow Jones Industrial...
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Monthly Market Wrap: May 2024
The Monthly Market Wrap provides an insightful analysis of treasury yields, fixed income performance, mega-cap stocks, and key economic indicators in May 2024. It also delves into housing market data...
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Market Recap Week of 06/03/2024 to 06/07/2024
The S&P 500 ended Friday’s session at 5,346.99, up from last week’s close of 5,277.51. The S&P 500 closed at a record high Wednesday, but fell 0.1% Friday. The technology sector rose 3.8%, the...
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U.S. Inflation Report Updates Seem Promising
The S&P 500 rose today after investors got more economic data indicating inflation pressures are easing. CNBC reported, “[t]he broad market index climbed 0.3%, while the Nasdaq Composite advanced...
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Episode 209 – Financial Strategies for Blue-Collar Workers With Ken Rusk
Oftentimes we think about what we want to achieve in life, but how do we plan to get there and accomplish those goals? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Ken...
View ArticleWhat’s the Difference Between Fixed and Variable Expenses?
Once you finally work up the courage to create a monthly budget, one challenge remains: What is the difference between a fixed and variable expense? And how does the role of these two fit within a...
View ArticleThe Pros and Cons of Target-Date Funds
Because they’re intuitive and easy to use, target-date funds are an increasingly popular way for individuals to invest in their future – namely, retirement. In fact, more than $2.8 trillion were...
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Amazon Spending on Generative AI Startups
As of yesterday, Amazon announced up to $230 million will be spent on startups building generative AI-powered applications. “The investment, roughly $80 million of which will fund Amazon’s second AWS...
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Market Recap Week of 06/10/2024 to 06/14/2024
The S&P 500 index rose 1.6% last week, reaching new highs, led by the technology sector. The market benchmark closed Friday’s session slightly below its record closing level of 5,433.74 reached on...
View Article4 Ways to Decrease Required Minimum Distributions
Disclosure: Before making any decisions related to your RMDs, please consult with a tax professional. The government has become pesky about one thing—they want the tax dollars that have been locked up...
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The IRS Hopes to Crack Down On Basis Shifting, a Major Tax Loophole
The IRS could raise more than $50 billion in revenue over the next decade by ending a major tax loophole for wealthy taxpayers, The U.S. Treasury Department said on Monday. The guidance and ruling...
View Article11 Financial Tips to Make Caregiving Easier
Becoming a caregiver to a family member or loved one will probably occur at some point in your life, whether it’s due to unexpected circumstances or old age. If you already are a caregiver or know...
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Episode 210 – Tax Debt Relief and Resolution With Morgan Q. Anderson
Don’t let tax worries keep you up at night – tune in now and transform your understanding of IRS challenges! In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Morgan Q....
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Golden Goose Halts IPO Plans Amid European Market Turbulence
As of June 18, Italian luxury sneaker brand Golden Goose has decided to delay its planned initial public offering on the Milan stock exchange due to market volatility caused by political uncertainties...
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Market Recap Week of 06/17/2024 to 06/21/2024
The S&P 500 index rose 0.6% in last week’s shortened week, extending its latest winning streak to a third week, sending the market benchmark to a round of fresh highs. The week’s gain came in...
View ArticleThe Role of a Power of Attorney
An important part of estate planning – or lifetime planning – is the Power of Attorney (POA). Without fully understanding the extent of the duties and responsibilities, people often accept the role,...
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