by Robert Loporto | Jul 30, 2024 | Uncategorized
LENA BORRELLI Updated July 3, 2024 at 3:12 PM Key takeaways Joint filers who took out a home equity loan after Dec. 15, 2017, can deduct interest on up to $750,000 worth of qualified loans ($375,000 if single or married filing separately). ...
by Robert Loporto | Jul 23, 2024 | Uncategorized
529 Plans: Qualified and Nonqualified Expenses Presented by Axial Financial Group You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you...
by Robert Loporto | Jul 23, 2024 | Uncategorized
Market Update—Week of July 22, 2024Presented by Axial Financial Group Small-cap stocks continued their rally but technology stocks struggled because of the global technology outage. Yields rose across the curve as investors questioned the impact of candidate...
by Robert Loporto | Jul 22, 2024 | Uncategorized
Be sure you understand the tax consequences before making the change By CATHY PARETO Updated February 09, 2024 Reviewed by DAVID KINDNESS Fact checked by JIWON MA If you are considering leaving a job and have a 401(k) plan, then you need to stay on top of the...
by Robert Loporto | Jul 17, 2024 | Uncategorized
Market Update—Week of July 15, 2024Presented by Axial Financial Group Small-cap stocks posted a major rally as potential interest rate cuts offered relief amid recent struggles. Short-term Treasuries rallied on the lower Consumer Price Index (CPI) report as investors...
by Robert Loporto | Jul 9, 2024 | Uncategorized
Market Update—Week of July 8, 2024Presented by Axial Financial Group Tesla was the story of last week; it rose more than 27 percent after second-quarter delivery estimates were better than expected. Treasuries rallied slightly after minutes from the most recent...
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