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Market Levels: What we Expect
Where do we see the market heading?
Steve Economopoulos
2 min read


An Eye on the Market Action
Rates. Inflation. Economics. All are causing havoc with equities right now.
Steve Economopoulos
2 min read


Contribute to an IRA Before the April 15th Deadline
Econ Wealth and your tax pro can help you navigate the ever-changing IRS rules.
FMeX
2 min read


The Rising Costs of Back-to-School and Education
How parents/grandparents can be proactive and prepare with 529 Plans.
FMeX
4 min read

Pros/Cons of Waiting Until 70 for Social Security
An informed choice can maximize your security and retirement dreams.
FMeX
3 min read

Preparing for Reduced Social Security Benefits
The decisions you make today will shape your financial security tomorrow.
FMeX
4 min read

Strategies to Combat Your Household Inflation
Left unchecked, it can erode purchasing power and derail financial plans.
FMeX
3 min read

Dividend Stocks Primed for a Comeback in 2025?
Maybe for those seeking steady income and stability in an uncertain market.
FMeX
2 min read

The Top Ten Common Estate Planning Mistakes
Avoiding these common mistakes can spare your family unnecessary stress .
FMeX
4 min read


Managing Your Emotional Stress at Market Peaks
Preparation, perspective and patience will help you invest with confidence.
FMeX
1 min read


Tax Loss Harvesting
A perspective on controlling your taxes.
Brian Zellers, CFP®, AAMS®
4 min read


How Much is Enough?
A guide to retiring the way you want.
Brian Zellers, CFP®, AAMS®
5 min read


5 Ways to Build A Better Tax Plan
Strategies to consider helping your financial plan become more tax-efficient.
FMeX
2 min read


Capital gains and why they matter
The Trump administration wants to change the way capital gains are taxed to factor in inflation.
FMeX
2 min read


Having a Long-Term Perspective in Retirement
Navigate the ups and downs with confidence and stay on the right path.
FMeX
3 min read


Tips for Leaving an Inheritance to Family
Make sure you think about potential disruptions and plan ahead of time
FMeX
2 min read


Crucial Estate Planning Steps Before It’s Too Late
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started.
FMeX
3 min read


The Most Common Estate Planning Mistakes and How To Avoid Them
A closer look at the six most common estate planning mistakes and how you can sidestep them.
FMeX
3 min read
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