Weekly Major Market Indexes Analysis – 2 17 2025
This week, the SPY ETF reached a new all-time high, closing at $609.70 (+1.47%). After an initial drop on the CPI announcement, it
A Cautionary Tale of No Estate Planning for Retired Widow
Here is Jane’s Story: Jane was an 85-year-old widow living in Chicago. She had lived a full and independent life,
The High Cost of No Estate Planning for Immigrant Family
Jovan was a 45-year-old long-haul truck driver living in Chicago with his wife, Jelena, and their three young children. Originally
Estate planning: A Wake-Up Call for Working Parents
Here is Kate’s Story. Kate was a 45-year-old single mom living in Chicago. Divorced and raising two young children, ages
Why Estate Planning for Your Family is Essential
From 401(k) Savings to Protecting Your Family’s Future: If you’re visiting 401k Bull, chances are you’re focused on building a secure
What is the Value of Your Business? A Starting Point for Financial Planning and Exit Strategy
As a small business owner, your business is more than just your livelihood—it’s likely your largest asset. In fact, 80-90% of
Maximizing Retirement Savings for Small Business Owners: Should You Start a Solo 401(k) in 2025
What is a Solo 401(k)? A Solo 401(k), also known as an Individual 401(k) or Self-Employed 401(k), is a retirement
Designing a Modern 401(k) Plan: Best Practices for a Dynamic, Tech-Savvy Workplace
In today’s fast-paced, technology-driven world, employees expect more from their workplace benefits—especially when it comes to retirement plans. A modern
401(k) Plan Review Best Practices for Employers:
Ensuring Compliance, Maximizing Benefits, and Empowering Employees As an employer, offering a 401(k) plan is one of the most valuable
The Need for Employee Education on 401(k) & 403(b) Plans
Financial security is no longer just a personal goal—it’s a top priority for today’s workforce. As employers, offering a 401(k)
Structure of the Market Index SPY / SP 500
The S&P 500 Index, established on March 4, 1957, is a cornerstone of the U.S. financial markets, designed to measure
To Rollover Your 401(k)/403(b) Plan? Or Not To?
With 14.8 million employees moving jobs while holding retirement accounts, rollovers are a major financial decision. On average, an individual
Why You Need Professional Help Managing Your Current 401(k)/403(b) Plan During Employment
For many employees, navigating a 401(k) or 403(b) plan can feel overwhelming. Once enrolled, employees often have no one to
Market Indexes Review – Tarif implementation day 2/3/2025
Stock markets tumbled globally on Monday after former President Donald Trump announced sweeping tariffs targeting key U.S. trading partners, reigniting
KODK – Eastman Kodak – Buy Alert – Long term – 2/2/2025
Chart Above– left intraday chart on 30min bars – red line is 5 day moving average line increasing, buy alert