Archive for Category: Financial Planning

Politics, Elections, and Your Retirement Savings

To truly grasp how politics and elections may impact retirement savings, it’s necessary to consider multiple dimensions. Elections, policy changes, geopolitical events, and even political rhetoric can influence economic activities, indirectly affecting the financial markets. Therefore, understanding the correlation between these domains becomes critical in making informed decisions regarding...

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Earth Day: A Focus on Sustainable and Ethical Investing

Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment. While this day typically focuses on reducing plastic waste and conserving energy, it is also an opportune time to discuss sustainable and ethical investing. Sustainable and ethical investing, or socially responsible investing...

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7 Steps to Help You Plan for Retirement

Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today’s pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment....

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Understanding the 2024 Social Security Changes: A Comprehensive Review

As the landscape of our economy shifts and evolves, so do the policies and practices that guide our federal programs. One such program that undergoes continual alterations and modifications is Social Security. In this article, we will explore the social security changes anticipated in 2024 that could significantly affect...

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