Where is Your Money Taking You?
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Posts — Category: Financial Wellness 101
Essential Guide to Estate Planning for Veterans: Protecting Your Legacy
“Retirement is a blank sheet of paper. It is a chance to redesign your life into something new and different.” — Patrick Foley As a veteran, tailoring an estate plan
May, 13 2024
Securing Your Future: 6 Strategies to Avoid Forced Retirement
As retirement approaches, many individuals envision a smooth transition into their golden years, enjoying the fruits of their labor. However, unforeseen circumstances or shifts in the economy can sometimes force
Apr, 25 2024
Retirement Tax Planning Literacy: Maximizing Savings & Minimizing Liabilities
“Retirement is when you stop living at work and start working at living.” – Author Unknown Retirement should reward you, not tax you heavily. That is why you need to
Apr, 24 2024
A Larger Social Security Increase Next Year May Have Unintended Consequences!
The annual Social Security cost-of-living adjustment (COLA), announcement is just four months away. But it’s not too soon to begin reading the signs to mentally prepare for what could be
Apr, 16 2024
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Mind the GAP: How to Protect Your Assets Against Loans
“The best time to start saving for retirement is when you’re young. The second best time is today.” – Chris Hogan Are you considering guaranteed asset protection (GAP) insurance for
Apr, 15 2024
Investing in Oil & Gas: A Wealthy Building Strategy
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki
Mar, 20 2024
Leading the Bull: Women’s Empowerment and Influence in Financial Leadership
“Don’t be intimidated by what you don’t know. That can be your greatest strength and ensure that you do things differently from everyone else.” – Sara Blakely, Founder of Spanx
Mar, 18 2024
How Raising the Retirement Age Could Help or Hurt Seniors
In this issue of our monthly newsletter, we’re taking a deep dive into an issue that’s been at the forefront of policy debates: raising the retirement age for Social Security.
Mar, 14 2024