I'm pleased to share my latest market update video with you, where I dive deep into the current stock market dynamics and the economic turmoil in Japan, and I dig deep into Trump's economic plan.

I am excited to share that Copley Financial Group is integrating GeoWealth, a state-of-the-art financial technology and Turnkey Asset Management Platform (TAMP), into our services.

Are you in your peak earning years and looking for ways to optimize your retirement strategy? This article will explore three compelling reasons for considering Roth conversions.

Being informed of typical scams lowers your chances of being duped. For example, scammers frequently possess personal information, such as where you bank and how much money you have in your accounts, in order to appear authentic. 

Regardless of whether the market is up or down, it's always a good time to think about taxes and, more specifically, how to put yourself in a better position by retaining more of your own money in your pockets.

Market volatility can leave retirees anxious about significant losses from which they may never recover.

Concerns about financial security in retirement are widespread. Many people worry about affording retirement, with some having no savings.

One frustrating aspect of working hard to earn money is knowing that the IRS will tax some of your earnings. Federal taxable income generally includes wages, tips, royalties, commissions, and, for some, up to 85% of Social Security benefits, among other things.

Be mindful that the IRS enforces the wash sale regulation. The wash sale rule is significant for investors reevaluating their market holdings and intending to sell and buy dropping stocks to offset losses.

Regarding Social Security, there is often uncertainty and disinformation regarding how taxes are applied. One prevalent misconception is that Social Security payouts are entirely tax-free.