• What is Coast Fire?
• SEC Continues During Election Year
• Planning for Natural Disasters
• Saving Money for Your Children

https://time.com/personal-finance/article/what-is-coast-fire/

https://www.thinkadvisor.com/2024/02/15/gensler-vows-to-advance-secs-rule-agenda-as-election-looms/

• The Super Bowl and The Stock Market
• Communicating with Your Financial Adviser
• Preparing to Do Your Taxes
• Including Payments in Your Credit Score

Resources:

https://www.marketwatch.com/story/which-is-better-for-stocks-a-super-bowl-win-for-the-49ers-or-the-chiefs-39e7ff0f?mod=home-page

https://www.thinkadvisor.com/2024/02/09/cambridge-northwestern-mutual-among-16-firms-hit-with-texting-fines/

• Booming Jobs Report
• Simplifying Retirement Plan Movement
• The Best Valentine’s Gift You Can Give
• RMD Changes

References:

https://www.bloomberg.com/news/articles/2024-02-02/us-payrolls-surge-by-353-000-at-start-of-year-wages-also-jump?srnd=economics-v2

https://www.dol.gov/newsroom/releases/ebsa/ebsa20240118#:~:text=Auto%2Dportability%20transactions%20involve%20automatically,sponsored%20by%20their%20new%20employer

• January Market Summary
• Emergency Savings Accounts
• Crypto Considerations
• Who Pays Gift Tax?

• 2023 Markets
• Bitcoin ETFs
• Secure 2.0 Clarified
• Successful Resolutions
• Landlord Liability

References:

https://www.thinkadvisor.com/2024/01/05/bitcoin-etf-issuers-clear-major-hurdle-on-path-to-sec-approval/

https://www.thinkadvisor.com/2024/01/04/irs-clarifies-secure-2-0-rules/

• New Fed Tone
• New Fiduciary Rule Won’t Hurt Smaller Investors
• How the Grinch Learns Good Money Skills
• What’s a Santa Claus Rally?

References:

https://www.marketwatch.com/story/fed-could-be-the-grinch-who-stole-cash-earning-5-what-a-powell-pivot-means-for-investors-35422034?mod=home-page

https://www.thinkadvisor.com/2023/12/13/consumer-groups-hit-back-at-dol-fiduciary-rule-foes/

https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Christmas!#:~:text=Dr.%20Seuss%20working%20on%20How,How%20the%20Grinch%20Stole%20Christmas! 

• Black Friday
• IRS Clarification on Venmo Transactions
• Medicare Advantage Plans
• RMD Start Date Confusion

References:

https://www.marketwatch.com/story/black-friday-online-shopping-up-more-than-7-poised-to-set-new-record-4e693faa?mod=home-page

Halloween Edition!

• Manage Market Fears with Risk Tolerance
• Who Are You Really Working With?
• What's Behind Your Investments Masks?
• ESG Considerations 

Great Job Report

Money Market Regulations

Making Your Money Less Scary

What’s a Wash Sale?

https://www.bloomberg.com/news/newsletters/2023-10-06/bloomberg-evening-briefing-another-unexpected-surge-in-us-employment

www.sec.gov/files/rules/final/2023/33-11211.pdf

• Interest Rates
• Taxing Digital Currencies
• Financial Football--Defense
• When are Taxes Due?