Social Security Myths That Could Wreck Your Retirement
Making the most of your Social Security benefits is advisable because they often represent a sizable portion of your retirement
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3 Ways Advisors Can Expand Their Financial Planning Toolkit with Their Clients
Since 2020, nonprofits have struggled to find opportunities to generate new sources of revenue. In parallel, inflation has started to
Key Trends in Responsible Investing
Investors are increasingly interested in “responsible investing” – sustainable and ESG (environmental, social, and governance) – to ensure their money is put to good use.
The Top 9 Investing Mistakes Most People Make
What are the top investing mistakes people make? Let’s look at how to improve your investment strategy.
Are You Too Young for Retirement Planning
One of the most important things you can do for your future is to plan for your retirement. Retirement can
Retire Ready: What You Need to Know About Your Finances Before Retirement
If you intend to retire within the next ten years or so, there are a few crucial steps to consider taking to ensure that you have everything you need to live a comfortable retirement lifestyle
The Impact of Inflation on Your Personal Economy State of Affairs
Yesterday’s news was ugly, really ugly! Inflation rose at a year-over-year rate of 8.5%. Core inflation (food and energy removed) rose at
What You Need to Know About Charitable Giving and US Tax Deductions
Giving wisely is better than throwing caution to the wind. Get your tax-wise strategies in gear; charitable giving and US tax deductions can be complicated.
It’s not too late! 3 Strategies to Reduce Your 2021 Tax Burden
It’s not too late to take advantage of a few ‘after year’ strategies to reduce your tax burden for 2021.