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RETIREMENT AND FINANCIAL INSIGHTS

We post weekly blogs to help you better understand your needs to unlocking confidence in your retirement future.

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Current Market Risks and Your Retirement

Current Market Risks and Your Retirement

Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having to readjust how we approach retirement planning. Government Payouts One of the major changes that we saw during the pandemic was the government...

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How Banks Work

How Banks Work

Banks typically have 10% of their deposits in reserve for when people or institutions make withdrawals. The rest is lent out, which is what grants you the interest rate you receive on your savings accounts, for example. Historically, this balance works well, but when people lose faith in their banks, more people...

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Quick Tips for Filing Your Taxes This Season

Quick Tips for Filing Your Taxes This Season

Tax season is fast approaching, so you may find yourself with some important tax questions. This article will cover some of the pitfalls of this process to make sure that you get the most out of your taxes this year. Don’t file too early! You may be eager to file your taxes to get your return as soon as possible, but...

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Protecting and Passing Down Your Financial Legacy

Protecting and Passing Down Your Financial Legacy

When it comes to passing on your wealth to your family, it is important to know the best ways to manage the process. An estimated 90% of wealthy families lose their wealth by the third generation, so if you are planning on leaving behind assets to your family, knowing the unique risks to the affluent investor and...

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4 Tips for Proper Tax Filing

4 Tips for Proper Tax Filing

With the new year in full swing, tax season is just around the corner. Filing federal income taxes can be a long and complicated process, and mistakes are bound to happen here and there. As many of us know, these small mistakes can cost you big in tax returns and penalties. That's why it never hurts to brush up on...

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Let’s Talk Social Security

Let’s Talk Social Security

For most, Social Security provides a solid foundation for retirement income. In fact, as of September 2022, over 70 million Americans were collecting benefits.[1] However, not everyone knows exactly how or when to start tapping into this resource. As you grow older and retirement looms on the horizon, the decisions...

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Be the Financial Compass for Future Generations

Be the Financial Compass for Future Generations

Building towards retirement, you have made many financial decisions. Perhaps you maxed out your credit card on clothes in your early 20s or chose the wrong payment plan for your car loan or home mortgage. Regardless, you’ve navigated many financial obstacles and gained wisdom that can now be passed on to your kids...

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