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The following link/content may include information and statistical data obtained from and/or prepared by third party sources that Future Benefits Insurance & Retirement Planning, deems reliable but in no way does Future Benefits Insurance & Retirement Planning guarantee its accuracy or completeness. Future Benefits Insurance & Retirement Planning had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Future Benefits Insurance & Retirement Planning. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Future Benefits Insurance & Retirement Planning, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

 

Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The Nasdaq eclipsed the 20,000 level for the first time this week as investors reengaged in buying the mega-cap technology names.  Amazon, Google,...

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Weekly Market Commentary

Weekly Market Commentary

The S&P 500 forged another set of all-time highs as investors embraced the idea of an economy running at a pace appropriate for the Fed to consider further rate...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The holiday-shortened week saw the S&P 500 and Dow rise to new all-time highs.  Investors cheered the nomination of Scott Bessent as Treasury...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets bounced back as investors reengaged the pro-growth Trump 2.0 trade.  President-elect Trump continued to fill out his cabinet and, late...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA US equity markets pulled back last week as investors took profits from the outsized move higher seen following the US election. Sticky inflation...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 notched its 50th all-time high of 2024 as investors piled into equities after a decisive US election.  Wall Street embraced the...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It was a very busy week on Wall Street as investors analyzed a deluge of corporate earnings reports and a full economic data calendar.  The S&P...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets pulled back last week as investors took the opportunity to reduce some risk before a very close US Presidential election. In the US,...

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Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 advanced for the sixth consecutive week, closing at a new record high. This week, a broadening out of the market’s rally was...

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Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Future Benefits) or (Future Benefits Insurance & Retirement Planning) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with Future Benefits Insurance & Retirement Planning.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

New Reporting for 2025 QCDs

By Sarah Brenner, JD Director of Retirement Education The IRS has introduced a new code for the reporting of qualified charitable distributions (QCDs) by IRA custodians...

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The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that Future Benefits Insurance & Retirement Planning, deems reliable but in no way does Future Benefits Insurance & Retirement Planning guarantee its accuracy or completeness. Future Benefits Insurance & Retirement Planning had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Future Benefits Insurance & Retirement Planning. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Future Benefits Insurance & Retirement Planning, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Healthcare.gov Now Open for 2025 ACA Plan Shopping

Healthcare.gov Now Open for 2025 ACA Plan Shopping

Now is the time for people who need health insurance in 2025 to shop for coverage. For those without employer, Medicare, or Medicaid coverage, Healthcare.gov or their state exchange is the place to shop for Affordable Care Act (ACA) plans. Most shoppers will be able...

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What If My Medicare Doctor “Opts Out”?

What If My Medicare Doctor “Opts Out”?

Finding a doctor you like and trust can be a long process, so I understand that it can be frustrating when your doctor no longer accepts Medicare. If your doctor has “opted out” of Medicare, this means that he or she no longer accepts Medicare assignment...

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Home health care through Medicare

Home health care through Medicare

It’s important to plan for your health care needs, but sometimes life throws unexpected curve balls. And when that happens, you’ll need to know what’s covered. Fortunately, there are ways you and your loved ones can get the necessary care at home. Here’s what you need...

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7 Medicare Changes You’ll See in 2025

7 Medicare Changes You’ll See in 2025

Expensive medications? You’ll save thousands. Dementia or mental health care? More options Key takeaways Changes from Inflation Reduction Act will take effect next year. Lower out-of-pocket limit in Part D drug plans erases old “donut hole.” You may find weight loss...

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