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The articles on our blog are intended to help you stay on top of recent financial headlines and news, understand changing tax and retirement legislation, follow the latest economic developments, learn about financial concepts and strategies, explore topics related to financial matters, and stay informed about subjects that can impact your financial plan.


Financial Planning

Investing in an Election Year

Investing in an election year can seem like navigating a particularly unpredictable segment of the market. Political campaigns and the uncertainty surrounding election outcomes can lead to increased volatility in the stock market, impacting investor sentiment and behavior. In this article, we will explore the intricacies of investing during an election year, providing insights into how elections typically affect the…
Financial PlanningRetirement Planning

5 Things You Need to Know About Retirement

There’s an old saying that goes something like, “What you don’t know can’t hurt you.” You might have even used it, maybe when you came home past curfew without your parents finding out or poured your juice into the plant when no one was watching. And sure, no one being the wiser might have worked when you were young, but…

4 Ways to Unplug in a Digital World

In the digital age, it feels like everything needs to be connected to a power source, including ourselves. In fact, the first question we usually ask when we initially arrive at a hotel is, “What’s the Wi-Fi password?” That seems strange given that we typically go on vacation to experience new cultures, places, food and more. Nevertheless, we’re attached, and…

5 Tips to Get in Shape for Summer

Summer is just about here, and we all know what that means: it’s time to get in shape! But getting in shape can be easier said than done. In fact, we’re not afraid to admit we’ve set goals early in the year, only for those goals to have fallen through by time the summer months roll around. So no, it’s…

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