December 2022 E-Newsletter: Top 5 Retirement Planning Mistakes and How to Avoid Them
Top 5 Retirement Planning Mistakes and How to Avoid Them
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Top 5 Habits of Wealthy Women
Top 5 Habits of Wealthy Women. They say the best financial advice is simple and that the things people do to accumulate and preserve wealth aren’t rocket science. But, if it were so easy, then why isn’t everyone a multi-millionaire? Money is Different for Women. While we certainly have nothing against men, it is no secret that women and men do not come to the financial playing field on even terms.
5 Critical Questions Women Need to Ask Before Claiming Social Security Benefits
5 Critical Questions Women Need to Ask Before Claiming Social Security Benefits. How my life's circumstances affect when I should claim my social security benefits.
November 2022 E-Newsletter: Veterans Day Message
3 Tips to Help You Mentally Prepare for Retirement
3 Tips to Help You Mentally Prepare for Retirement. When you think about preparing for retirement, your investments and overall financial health are likely the biggest things on your mind. But you would be remiss to not start mentally preparing yourself for retirement as much as you’ve been prepping your financial accounts.
October 2022 E-Newsletter Volume #2: Medicare Identity Theft is on the Rise. How to Avoid Becoming a Victim
Medicare Identity Theft is on the Rise. How to Avoid Becoming a Victim.
What is GDP and Why Does It Matter
Recent news of a potential impending recession has cast a spotlight on a key measure of the country's economic health—Gross Domestic Product or GDP. Economists use the GDP number to gauge whether the economy is growing or shrinking, which makes it a vital decision-making tool for investors, business leaders, and policymakers.
How Tax-Loss Harvesting Helps You Keep More of Your Money
How Tax-Loss Harvesting Helps You Keep More of Your Money. What is tax-loss harvesting, when to use it, and who benefits.
October 2022 E-Newsletter: "Help, I'm Spending Too Much in Retirement! What Should I Do?"
"Help, I'm Spending Too Much in Retirement! What Should I Do?"
September 2022 E-Newsletter: How Did the Student Debt Crisis Happen?
How Did the Student Debt Crisis Happen?
Will Social Security Be Around When I Retire?
Gen X and younger generations fear that Social Security retirement benefits will be obsolete by the time they reach retirement age. This is, of course, unfair because they are paying into the program. Given the program’s outlook, this is a reasonable concern. Even though Social Security likely won’t comprise a huge portion of your retirement…
Why Setting Up Two-Factor Authentication Is One Of The Top Financial Moves For Business Owners
Jonathan M. Gardey, MBA, CFA®, CFP® President and Chief Executive Officer Why Setting Up Two-Factor Authentication is One of the Top Financial Moves for Business Owners As financial advisors, we dole out financial advice daily. But sometimes, that advice has nothing to do with stocks and portfolios. A sound financial plan includes several items that…