When you are thinking about investments, it may create an image of buying and selling stocks or contributing to a 401k. A savings account is designed to provide a safety net or a bit of security...
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Start the New Year with New Financial Goals
With many Americans still reeling after the pandemic and the financial turmoil of 2022, it’s a good time to adopt new strategies as we inch closer to 2023. That’s why when it comes to New Year’s...
read moreSocial Security Benefits & Tax Planning – What You Need to Know
In October 2022, the Social Security Administration announced an 8.7% cost of living adjustment for recipients, representing the largest increase since 1981. This increase is due to rising inflation on necessities across the country, like housing,...
read moreDifferent Ways Millennials are Investing and Diversifying their Portfolios
Every generation faces unique challenges and adapts new strategies when investing their money, and the millennial generation is no different. Generally, millennials are defined as those born between 1981 and 1996. They have had some setbacks...
read moreHow to do a Year-end Investment Portfolio Review
For casual investors, it may be easy to initially create a diversified and substantial investment portfolio and focus on day-to-day life once these investments are squared away. This is especially true for individuals who may be...
read moreBest Long-Term Investment Strategies for a Secure Financial Future
You’ve heard of investment strategies and financial planning and that people work towards these goals. But why does that matter and why is it important? Because your future depends on your ability to pay for your...
read moreFive Advantages of Consulting with a Financial Advisor
Consulting with a financial advisor is much easier than it sounds and doing so comes with great benefits. All you have to do is to find out what there is to gain from using a financial...
read morePlanning a Family Business Transition with Success
If you have a family business, then you hope you pass down the business and its wealth to the next generation in your family. Due to family dynamics, planning the transitioning process from one generation to...
read morePlan the Right Investment Strategy for the Future
Planning for the future has never been more crucial given that so many changes happening globally. Developing good financial habits now goes a long way in preparing you for a financially secure future. It is never...
read moreEstablish a Successful Family Foundation
Many of us are familiar with a public foundation but not a family foundation. Establishing a family foundation gives you the chance to carry out your family’s charitable intentions while also bringing joy to others. The...
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