• K-shaped Economies
• Cost of the Shutdown
• Thanksgiving
• Layoff Tips 

References:

https://www.marketwatch.com/story/no-jobs-report-again-but-these-numbers-show-how-the-u-s-economy-is-doing-9bbc764a?mod=home_lead

https://www.thinkadvisor.com/2025/10/29/government-shutdown-has-cost-economy-18b-cbo/

• Margin Debt
• Social Security Inflation Adjustment
• 401(k) Catch-up
• RMD Rules

https://www.marketwatch.com/story/margin-debt-is-at-a-record-high-heres-what-that-means-for-the-stock-market-505cae78?mod=home_lead

https://www.bloomberg.com/news/articles/2025-10-24/social-security-cola-in-2026-is-2-8-increase

https://www.kiplinger.com/taxes/super-catch-up-contribution-for-age-60-63

• Rare Earth Minerals
• Tech Related Schemes
• Disability Insurance
• Earned Income for IRA Funding       

References:     

https://www.bloomberg.com/news/articles/2025-10-19/australia-prime-minister-to-meet-trump-with-rare-earths-in-focus?srnd=homepage-americas

Https://www.reuters.com/markets/commodities/what-are-rare-earth-metals-why-are-they-demand-2025-02-26/

https://www.thinkadvisor.com/2025/10/17/state-regulators-see-rise-in-tech-related-schemes/    

• China Tariffs
• ETF Share Classes
• Investing Isn’t Spooky
• New IRS Numbers

https://www.bloomberg.com/news/articles/2025-10-11/trump-s-dealmaking-diplomacy-grows-fragile-as-china-fires-back?srnd=homepage-americas

https://www.thinkadvisor.com/2025/09/29/etf-share-class-approval-a-huge-step-forward-but-questions-remain/

• States in Recession
• Shutdown Impacts
• Financial Vampires
• Open Enrollment

https://www.marketwatch.com/story/are-we-in-a-reccession-yes-if-you-live-in-one-of-these-22-states-3947b4cd?mod=home_lead     

https://www.thinkadvisor.com/2025/10/01/this-is-not-shutdown-lite-impasse-could-last-months-strategist-warns/

• Fed Action
• Rollovers and the Fiduciary Standard
• Investors Attending the State Fair
• Accurate Tax Withholding

https://www.bloomberg.com/news/articles/2025-09-14/trump-expects-a-big-cut-from-federal-reserve-this-week?srnd=phx-economics-v2

https://www.thinkadvisor.com/2025/09/04/will-dol-write-a-new-fiduciary-rule-on-rollover-advice/

• Rate Cuts?
• Long-Term Care Solutions
• Health Insurance Enrollment Dates
• Should I Buy Bitcoin?

References:

https://www.marketwatch.com/story/after-9-months-on-hold-the-fed-could-cut-rates-in-september-why-the-long-pause-may-extend-stocks-rally-e90f3012?mod=home_ln

https://www.thinkadvisor.com/2025/08/22/proposed-social-security-style-long-term-care-benefit-gets-high-marks/

https://www.cms.gov/files/document/2024-medicare-open-enrollment-fact-sheet.pdf

https://www.healthcare.gov/quick-guide/dates-and-deadlines/

• Fed Expectations
• Funding Social Security
• Great is the Enemy of Good
• Saving for Retirement

References:

https://www.bloomberg.com/news/articles/2025-08-17/bond-market-s-rate-cut-bets-enter-decisive-stretch-with-powell?srnd=phx-markets

https://www.thinkadvisor.com/2025/08/15/new-social-security-bill-aims-to-raise-payroll-tax-cap/

• BLS Data
• AI at the SEC
• Who Can You Trust
• Retirement Cash Flow

References:

https://www.bloomberg.com/news/articles/2025-08-03/trump-s-former-jobs-data-chief-decries-firing-of-his-successor?srnd=homepage-americas

https://www.thinkadvisor.com/2025/08/01/sec-launches-ai-task-force/

• Fed Meeting
• Senior Protection and Small Business Bills
• Back to School
• Filing Your Taxes

References:

https://www.bloomberg.com/news/articles/2025-07-26/pressure-mounts-on-fed-chief-powell-in-tee-up-to-gdp-jobs-data

https://www.thinkadvisor.com/2025/07/23/house-passes-2-sec-bills/