Katapult Wealth Partners

Historical Inflation 08/26/2024

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Saving for College 08/23/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Test Your Life Insurance Knowledge 08/21/2024

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Weekly Market Insights: Markets Rise Thanks to Upbeat Indicators 08/20/2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Weekly Market Insights: Markets Rise Thanks to Upbeat Indicators

Insuring Your Business With a Buy/Sell Agreement 08/19/2024

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

The ABC’s of Auto Insurance 08/16/2024

It isn't whether you should have auto insurance - it's what kind you should have.

The ABC’s of Auto Insurance What kind of auto insurance should you have? Do you know?

08/14/2024

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Just a moment...

Weekly Market Insights: Stocks Stage Comeback After Heavy Monday 08/13/2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Weekly Market Insights: Stocks Stage Comeback After Heavy Monday

Year-End Charitable Gifting and You 08/12/2024

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

Year-End Charitable Gifting and You This article may help you maximize the benefits of your donation for your chosen charity.

08/09/2024

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Just a moment...

Monthly Market Insights | August 2024 08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

08/08/2024

📝💭Planning for the future is about more than just numbers; it's about safeguarding your legacy and your loved ones.
🗓️Since August is National Make-A-Will Month, it's the perfect time to acknowledge the empowerment and peace of mind that comes from creating, or updating, your will. No matter how simple, or complex, your situation, a will provides both you and your loved ones with peace of mind by ensuring your wishes are honored and your family is protected.

Tax Freedom Day 08/07/2024

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

Weekly Market Insights: Fed Goes Dove; Investors Retreat 08/05/2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

Weekly Market Insights: Fed Goes Dove; Investors Retreat

The Utility of Sector Investing 08/05/2024

Sector investing may present an opportunity — if you do your homework.

The Utility of Sector Investing Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Bi-Weekly Payments 08/02/2024

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

To Buy or Not to Buy 07/31/2024

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

Weekly Market Insights: Down Corporate Reports Shake Investors 07/29/2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Weekly Market Insights: Down Corporate Reports Shake Investors

Creative Ways to Motivate Your Employees 07/29/2024

Increase and motivate your with these five simple and inexpensive ideas.

Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.

Earnings for All Seasons 07/26/2024

Earnings season can move markets. Find out why.

Earnings for All Seasons Earnings season can move markets. What is it and why is it important?

Should I Pay Off Debt or Invest? 07/24/2024

Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

Weekly Market Insights: Investors Shift, Anticipating Lower Interest Rates 07/23/2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

Weekly Market Insights: Investors Shift, Anticipating Lower Interest Rates

It Was the Best of Times, It Was the Worst of Times 07/22/2024

Do you know how missing the best and worst market days might affect your ?

It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.

Saving for Retirement 07/19/2024

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

Saving for Retirement This calculator can help you estimate how much you may need to save for retirement.

07/17/2024

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Just a moment...

Should I Buy or Lease an Auto? 07/15/2024

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

Will Power 07/12/2024

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Long-Term-Care Needs 07/10/2024

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last.

Quarterly Market Insights | Q2 2024 07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Weekly Market Insights: Stocks Steady in Short Holiday Trading 07/09/2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Weekly Market Insights: Stocks Steady in Short Holiday Trading

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A comprehensive financial plan results in sweet dreams!

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5465 Legacy Drive, Suite 650
Plano, TX
75024

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