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Quarterly Market Review: January-March 2025

The latest happenings.
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SECURE Act 2.0: Key Updates for Retirement Savers
Dubbed the SECURE 2.0 Act of 2022,the legislation is designed to improve the current and future state of retiree income in the United States

Sara Stiles, MSFP, CFP®
Jan 10, 20236 min read
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The Budget and the Debt Ceiling: Round 2
The budget and the debt ceiling are serious issues, but Congress has always found a way to resolve them in the past.

Sara Stiles, MSFP, CFP®
Nov 2, 20215 min read
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American Families Plan Would Provide Benefits for Some, More Taxes for Others
Major provisions proposed in American Families Plan are summarized here, including some tax provisions.

Sara Stiles, MSFP, CFP®
May 18, 20214 min read
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Federal Tax Filing Season Starts Soon
The IRS has announced that the federal income tax filing season for tax year 2020 returns begins on Friday, February 12, 2021.

Sara Stiles, MSFP, CFP®
Feb 10, 20213 min read
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