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Almost Q2 results AI Portfolio Projections Portfolios and Potato Salad Target Date Funds References: https://www.bloomberg.com/news/articles/2025-06-29/senate-republicans-restore-medicaid-cuts-to-trump-tax-package?srnd=homepage-americas https://www.thinkadvisor.com/2025/06/25/finra-seeks-to-align-bd-advisor-portfolio-performance-projections/

Iran Strike Fallout SEC Withdrawn Proposals Investing and Fireworks Look at Your Statement References: https://www.bloomberg.com/news/articles/2025-06-22/oil-surges-us-futures-drop-after-strikes-on-iran-markets-wrap https://www.proskauer.com/alert/sec-withdraws-fourteen-rule-proposals

Economic Data Concerns Accredited Investor Status Portfolios and Vegetable Gardens Investments and Account Types References: https://www.marketwatch.com/story/how-reliable-is-u-s-economic-data-its-a-growing-risk-for-investors-awaiting-the-next-fed-rate-cut-f477bf0b?mod=home_lead https://www.thinkadvisor.com/2025/06/05/accredited-investor-qualification-bill-reemerges/

Slower Hiring Crypto in Your 401(k) Planning Your Wedding Tax Cuts & Jobs Act Update References: https://www.bloomberg.com/news/articles/2025-05-31/us-labor-market-latest-jobs-growth-is-moderating-on-shifting-trade-policy?srnd=phx-markets https://www.investmentnews.com/retirement-planning/industry-financial-experts-sound-off-after-dol-walks-back-crypto-warning-for-401ks/260730

China Agreement Lower Social Security Clawback Hobby vs Business Next Steps References: https://www.bloomberg.com/news/articles/2025-05-11/us-futures-dollar-climb-on-geneva-trade-talks-markets-wrap?srnd=homepage-americas https://www.thinkadvisor.com/2025/05/08/social-security-sends-emergency-message-backing-down-on-100-clawbacks/ https://www.irs.gov/newsroom/heres-how-to-tell-the-difference-betwee...

Markets and the Fed Social Security Funding Taking Care of Yourself for Mother’s Day Next Steps References https://www.bloomberg.com/news/articles/2025-05-04/bond-traders-swing-to-powell-s-side-as-trump-calls-for-rate-cuts?srnd=phx-markets https://www.thinkadvisor.com/2025/05/02/trumps-2026-budget-leaves-social-security-funding-flat/

April Returns DOGE and the SEC After Graduation Next Steps References https://fortune.com/asia/2025/04/25/apple-aims-build-most-iphones-us-india-end-2026/ https://www.thinkadvisor.com/2025/04/22/doge-asks-sec-staff-for-efficiency-ideas-promises-anonymity/ https://www.npr.org/2025/04/23/nx-s1-5372332/student-loans-default-collection

Market Update Crypto Regs What to Do If You Lose Your Job Next Steps References: https://www.marketwatch.com/story/feds-goolsbee-warns-economic-activity-may-slump-this-summer-after-artificially-high-pre-tariff-bump-d3cfb1ca?mod=home_lead https://www.thinkadvisor.com/2025/04/11/trump-signs-bill-blocking-irs-crypto-tax-rule/

Markets and Tariffs Social Security Offices Bonds and Interest Rates Next Steps References: https://www.cbsnews.com/news/trump-tariffs-economists-forecast-stagflation-recession-risk/ https://www.thinkadvisor.com/2025/03/31/how-staff-cuts-and-office-shakeups-could-affect-social-security-beneficiaries/

Q1 2025 Markets Social Security Phone Updates Uneven Cash Flow Next Steps References: https://www.marketwatch.com/story/trump-says-he-couldnt-care-less-if-some-automakers-raise-prices-due-to-tariffs-79aa18dd?mod=home_ln https://www.thinkadvisor.com/2025/03/27/social-security-partly-reverses-new-phone-service-limits/

Unexpected Consequences Social Security Changes Potato Salad and Portfoliow Next Steps--Taxes References: https://www.bloomberg.com/news/articles/2025-03-23/trump-s-tariffs-billion-dollar-levies-on-chinese-ships-risk-trade-apocalypse?srnd=homepage-americas https://www.thinkadvisor.com/2025/03/19/social-security-to-end-benefit-claiming-by-phone/

Revisions to Anticipated Market Performance Former Republican Social Security Chiefs’ Opinions Filing your Taxes Next Steps  https://www.marketwatch.com/story/wall-street-begins-to-cut-s-p-500-targets-as-tariff-worries-rock-the-stock-market-should-investors-be-concerned-5e06109d?mod=home_lead https://www.thinkadvisor.com/2025/03/10/former-republican-social-security-chiefs-deride-musks-actions...

Market Update Crypto Reserve Why I Use the Word Prosperity What Should I Do? Sources: https://www.marketwatch.com/story/heres-what-warren-buffett-thinks-of-trumps-tariffs-over-time-they-are-a-tax-on-goods-1bce5c90?mod=home_lead https://www.atlantafed.org/cqer/research/gdpnow https://www.cnbc.com/2025/03/04/pro-trump-techies-enraged-by-crypto-reserve-plan-causing-early-rift.html

Tariffs Department of Treasury Sued Saving an Emergency Fund Handling Stress

Tariffs AI Tech from China Cryptocurrency and the SEC Love and Money, Reviewing Your Risk Tolerance References: https://www.bbc.com/news/articles/c5y725r90k5o https://www.thinkadvisor.com/2025/01/21/sec-launches-crypto-task-force/

Biden Economic Summary Extended Tax Deadlines for Wildfire Victims Doing Your Own Research Funding 2024 IRAs References: https://www.marketwatch.com/story/the-biden-economy-just-how-good-was-it-heres-the-highs-and-lows-of-the-46th-president-4d61e20e?mod=home-page https://www.thinkadvisor.com/2025/01/15/irs-extends-tax-deadlines-for-california-wildfire-victims-/

Inherited Economy No Ponzi Scheme I Have a Dream Funding 2024 IRAs References: https://www.marketwatch.com/story/is-donald-trump-inheriting-the-best-economy-in-history- bef59427?mod=home-page https://www.thinkadvisor.com/2025/01/10/social-security-has-problems-but-its-no-ponzi-scheme/

Market in 2025 The January Effect Social Security Fairness Act Saving for Big Events Shop with a List References https://www.bloomberg.com/news/articles/2025-01-05/is-the-stock-market-s-january-effect-real?srnd=phx-markets https://www.thinkadvisor.com/2025/01/05/biden-signs-social-security-fairness-act-/ :

Fed Movement Retirement Savings Lost and Found New Year's Resolutions What's a Santa Claus Rally? References: https://www.marketwatch.com/story/forget-the-stock-market-tumble-the-fed-made-the-right-move-in-a-wild-week-1a73f20b?mod=economy-politics https://tax.thomsonreuters.com/news/dol-begins-collecting-information-for-retirement-savings-lost-and-found-database/

Markets and Tariffs Defensive Steps Planning Basics Gold References: https://www.bloomberg.com/news/newsletters/2024-11-15/trump-drunk-wall-street-begins-to-sober-up-as-markets-tank

Stock and Bond Markets Legislative Watch List Holiday Shopping Tips Selling Positions in Your IRA References: https://www.marketwatch.com/story/fate-of-postelection-stock-market-rally-may-be-in-the-hands-of-bond-traders-b6afe1a2?mod=home-page

Political Races and the Fed Vote! Why I Say Prosperity End-of-Year Financial Tasks References: https://www.marketwatch.com/story/harris-and-trump-command-the-markets-attention-but-jerome-powell-may-steal-the-spotlight-89207883?mod=home-page

Fed Movement Independent Government Agencies Money Isn't Scary ACA Deadlines References: https://www.marketwatch.com/story/fed-goes-quiet-ahead-of-its-nov-7-meeting-with-quarter-point-cut-seen-as-likely-e6bc35c9?mod=economy-politics https://www.thinkadvisor.com/2024/10/21/supreme-court-rejects-bid-to-let-president-fire-agency-leaders/

Upcoming Earnings Fiduciary Update Financial Vampires Small Business Retirement Plans References: https://www.marketwatch.com/story/this-rotation-in-stocks-is-the-bull-markets-lifeblood-as-s-p-500-logs-record-peak-e9f11974?mod=home-page https://www.thinkadvisor.com/2024/10/07/top-dol-official-sees-a-nonsensical-reality-at-heart-of-fiduciary-fight/

Aggressive Fed HSA Bills for Fido and More Info or Ad? Term and Whole Life References: https://www.marketwatch.com/story/fed-starts-rate-cutting-cycle-with-a-bang-but-wants-it-to-be-the-only-one-a44f0d37?mod=the-fed https://www.thinkadvisor.com/2024/09/18/bill-could-throw-hsa-money-to-the-dogs-and-cats/  https://www.thinkadvisor.com/2024/09/09/new-house-bill-could-create-roth-like-hsa-alternative...