Melissa P. Street, CFP, Powell & Associates

Melissa P. Street, CFP, Powell & Associates Helping clients plan for their financial goals. Securities and investment advisory services offered through LPL Financial, member FINRA/SIPC.

04/10/2026
April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have thei...
03/21/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

As tax season gets underway, the U.S. Postal Service has updated how postmarks are applied — and that change could matte...
03/20/2026

As tax season gets underway, the U.S. Postal Service has updated how postmarks are applied — and that change could matter for time-sensitive mail.

Under the revised process, some mail pieces may receive a postmark based on when they’re processed by USPS, rather than the date they’re dropped off or collected. For documents where the postmark date determines whether something was submitted on time, this distinction can be important.

That includes items such as:
➡️ Tax returns and supporting documents
➡️ Estimated tax payments
➡️ Requests for extensions
➡️ Other official forms or correspondence tied to filing deadlines

With this change in mind, allow extra mailing time. You may want to confirm which electronic or in-person submission options will help reduce last-minute issues during a busy filing season.



Source:

Dates on mail now reflect when it’s processed, not when it’s dropped off

🚢From ships to shares, here’s a brief history of stocks 📊The first “stocks” were tied to dangerous sea voyages. Today? T...
02/27/2026

🚢From ships to shares, here’s a brief history of stocks 📊

The first “stocks” were tied to dangerous sea voyages. Today? They’re traded with a tap.

Swipe to explore:
⚫ The first company to issue stock
⚫ The world’s first exchange
⚫ Why stocks became so popular
⚫ How this centuries-old idea still drives markets today

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?
02/09/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for ...
08/07/2025

July delivered big wins for U.S. markets as trade agreements and stellar Q2 earnings pushed the Nasdaq above 21,000 for the first time. While the Fed held rates steady, consumer spending powered the economy to 3% growth. Back-to-school season is here - families are expected to spend nearly \$39 billion getting kids ready for the new academic year.

Stocks rode the wave of trade developments and Q2 corporate results to advance last month, pushing market averages to multiple record highs.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East.

As the digital world continues to grow, so does the number of cyber criminals lurking in the corners of the Internet. Wh...
11/11/2023

As the digital world continues to grow, so does the number of cyber criminals lurking in the corners of the Internet. While you can’t get rid of them, you can make it harder for them to get to you. Safeguard yourself with these steps.

Follow these easy tips to protect the security of your devices, your data, your internet traffic, and your identity.

If someone asked if you’d like to double-up the cyber security for your online accounts you’d say yes, right? That’s wha...
11/06/2023

If someone asked if you’d like to double-up the cyber security for your online accounts you’d say yes, right? That’s what two-factor authentication does! If you know you should enable it but aren’t quite sure how this will get you all caught up.

2FA is an important step in preventing your account from being accessed by unauthorized users.

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