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Planning for Retirement

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Understanding Wealth Management: How it can benefit you at every life stage.

Wealth management is often misunderstood as a service designed exclusively for people who already have accumulated wealth – lots of it. The reality is wealth management can benefit almost everyone: it offers a strategic, personalized approach to managing and growing finances for individuals at every stage of life. Whether you’re just starting out, in your…

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The Financial Independence, Retire Early (FIRE) Movement: A Guide for Xers, Millennials, and Zoomers.

The Financial Independence, Retire Early (FIRE) movement took root after the publication of Your Money or Your Life, the 1992 book by Vicki Robin and Joe Dominguez, which advocated for a lifestyle of intentional spending, high savings rates, and mindful investing. A challenge to the traditional work-to-retire-later model, the book encouraged readers to consider how…

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Inside Banking Choices: Key differences between community banks and credit unions.

Consumers have a plethora of options when it comes to choosing a financial institution. The primary goal in making that choice should be to find a partner that can help them succeed in achieving their goals. Given the current landscape, it is essential to understand the differences between the types of institutions available. Among these…

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The Power of Two: How to prosper in marriage.

Maximizing the financial benefits of marriage involves strategic planning, shared goals, and open communication about finances. It takes some work from both parties, but the effort can pay off by creating several financial advantages, ranging from tax benefits to improved loan qualifications due to combined incomes. Doing it successfully requires teamwork, patience, and ongoing communication.…

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Investing with Purpose: Navigating Sustainable Investing for a greener tomorrow.

Investing is all about making your money work for you. It can also be about using your money to support and reflect your own values, priorities, and principles. This practice is commonly referred to as “sustainable investing” or “socially responsible investing” (SRI). You may also be familiar with a third term – ESG, which stands…

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