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Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns.

May 27, 2025 Weekly Market Insights
Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment.

Countering Counterfeit Currency
Believe it or not, the agency responsible for protecting U.S. currency is the United States Secret Service. The agency was founded on July 5, 1865, as part of the Department of the Treasury to combat the widespread counterfeiting of currency happening at the end of the Civil War.1

Is a Variable Annuity Right for Me?
Commentators in the financial media seem to occupy a polarity of opinions we might see in politics. What gets lost when these commentators collide is “the individual.” Unfortunately, the discussion is rarely centered on whether a variable annuity is relevant and useful to you and your set of needs.

May 5, 2025 Weekly Market Insights
Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report.