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Financial Planning

Stay on top of all the latest trends in personal finance and how they affect your financial plan.

7 Retirement Terms You Need to Know

7 Retirement Terms You Need to Know

Retirement planning should start as early as now for everyone. The earlier you start locking down your future, the easier it is to plan, the earlier you will retire, and the more financially stable you will be when you stop working.  Before you start planning for your...

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Understanding Income Taxes

Understanding Income Taxes

You’re likely familiar with the term “income tax” - whether from filing your own taxes or keeping up to date on the news. Taxes are an integral part of our economy, and every citizen has to pay them. Despite the prevalence of taxes in modern day society, many people...

How to protect yourself and your assets against inflation

How to protect yourself and your assets against inflation

Inflation can erode the purchasing power of your money over time, making it crucial to take proactive steps to protect yourself and your assets. Some actionable strategies for safeguarding your financial well-being include investing in inflation-resistant assets and...

August Market Commentary – The Sunny Side of the Street?

August Market Commentary – The Sunny Side of the Street?

July Recap and August Outlook Data releases in July told a story of a stronger-than-expected economy, with headline CPI falling and the labor market remaining robust. The doom-and-gloom scenario of an all-but-inevitable recession seemed to be replaced by something...

July Market Commentary – The Fed Takes a Micro-Holiday

July Market Commentary – The Fed Takes a Micro-Holiday

June Recap and July Outlook The Fed finally hit “pause” on interest rate increases in June after fifteen months and ten consecutive rate hikes. The “dot-plot” indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that...

How To Open a High-Interest Bank Account

How To Open a High-Interest Bank Account

Opening a savings account is typically a great idea. Money in a savings account can be used for an emergency, a large purchase, a down payment, unexpected expenses, or even a rainy day. Savings accounts are different from checking accounts because the purpose is to...

Questions You Should Ask Your Financial Advisor

Questions You Should Ask Your Financial Advisor

There are some important questions you should ask financial advisors to ensure they're the right fit for you. Firstly, you should ask your financial advisor about their experience and qualifications. Find out how long they have been in the industry, what their...

Adding a Financial Wellness Program for Your Employees

Adding a Financial Wellness Program for Your Employees

You're probably already aware that financially secure employees are happier, healthier, and more productive. But what you might not know is that employee well-being is also good for your bottom line. Studies have shown that workers who feel financially secure are less...

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