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June Market Commentary A Fragile Balance at the Mid-Point of the Year
May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating that it was unlikely that the Fed’s next move would be a rate hike. The reversal of the upward mini-trend of inflation in...
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3 Areas Where Employee Financial Wellness Can Affect Your Organization
3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC...
Bridging the Retirement Income Gap
Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by...
Investing Do’s and Don’ts
Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea...
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Cash Flow Planning When Approaching Retirement
Cash Flow Planning When Approaching Retirement Pre-retirement planning is one of the most challenging stages of the...
What happens to your retirement plan when you change jobs?
So, you landed the new job, you’re excited, going through all the job-related changes, getting up to speed, and more –...
TRS-Care, Medicare and TRS Annuity Options
Thanks everybody for joining today. We're gonna discuss some TRS options Healthcare and other insurance and...
Do you know what a financial advisor is responsible for?
Financial advisors work to understand your unique situation and create recommendations centered around financial...
The Most Common Budgeting Mistakes
While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here...
Create a personalized comprehensive retirement plan
You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your...
Credit is a Powerful Financial Tool – Use it to Your Advantage
How do I pick a financial planner for retirement?
Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss...
Inflation: What’s Next?
Inflation is on a tear, notching the fastest 12-month increase in almost 40 years. From November 2020 to November...