How to Protect Yourself from AI Deepfakes Stealing Your Money and Identity

By Mark Fissel
Posted on July 9th, 2025

As artificial intelligence (AI) advances, so do the tactics of cybercriminals. One of the most alarming threats today is the rise of AI-generated deepfakes; highly […]

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What the One Big Beautiful Act Means for Taxpayers

By Anne Zavaglia
Posted on July 8th, 2025

This past Independence Day, the One Big Beautiful Bill Act (OBBB) was signed into law, marking one of the most significant overhauls to the U.S. […]

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Changes to Student Loans Under the “Big Beautiful Bill”

By Anne Zavaglia
Posted on July 8th, 2025

Student loan reform is back in the spotlight with the passage of the One Big Beautiful Bill Act (OBBB). This sweeping legislation will dramatically change […]

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Q2 2025 Market Review

By Clint Edgington
Posted on July 7th, 2025

The quarter began with equity markets continuing and deepening the previous quarter’s slump to a free fall due to Trump announcing broad tariffs and the […]

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The Versatile Roth IRA

By Broadridge Advisor Solutions
Posted on April 9th, 2025

Used with care, the Roth IRA may help serve several objectives at once — like a multipurpose tool in your financial-planning toolbox. Retirement First and […]

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The New Identity Requirements for Social Security: What You Need to Know

By Anne Zavaglia
Posted on April 9th, 2025

In recent years, the rise in identity theft and cybercrime has prompted a significant overhaul in how we secure personal information. One of the latest […]

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Q1 2025 Market Review

By Clint Edgington
Posted on April 7th, 2025

Relatively subdued inflationary pressures and strong economic performance across the economy started the quarter with the bull market intact, hitting all-time highs in February.  The […]

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Fourth Quarter 2024 Market Review

By Clint Edgington
Posted on January 15th, 2025

The U.S. equity market trends that were persistent throughout 2024 continued in the 4th Quarter; and U.S. equity markets had their second consecutive year of […]

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Tax Numbers and Inflation Adjustments for 2025

By Anne Zavaglia
Posted on January 14th, 2025

The Internal Revenue Service makes cost-of-living and annual inflation adjustments each year. The changes affect contribution limits for retirement plans and various tax deductions, exclusion, […]

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Social Security Fairness Act Signed into Law

By Anne Zavaglia
Posted on January 13th, 2025

The Social Security Fairness Act passed the House and Senate late last year, and was signed into law by President Biden on January 5, 2025. […]

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