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National Caregivers Appreciation Month: Improving Lives and Communities
National Caregivers Appreciation Month is an annual observance dedicated to recognizing the diligent efforts, significant sacrifices, and commitment of caregivers worldwide. These individuals make a positive contribution to our communities by providing care for those [Read More]
Ethical Investing in Retirement: Aligning Values with Financial Goals
Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing. [Read More]
How The “Big Beautiful Bill” Affects Long-Term Financial Planning
The recent tax legislation, known as the ‘Big Beautiful Bill,’ introduces a number of changes that may affect various aspects of personal finance. This reform impacts various aspects of personal finance, from income tax rates [Read More]
Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’
One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective [Read More]
Financial Wellness in the Digital Age
As the world advances at a rapid pace, our lives are becoming increasingly digitized. The digital age has seen remarkable advancements that have intrinsically changed how we navigate our daily lives, especially in financial matters. [Read More]
End-of-Summer Financial Reset: Preparing for Q4 Tax Planning
As summer winds down and autumn approaches, it’s the perfect time for a financial reset, to reassess your financial situation, and prepare for Q4 tax planning. With these tips and guidance from a financial professional, [Read More]
When’s The Suitable Age to Purchase an Annuity?
Determining when to purchase an annuity can play a critical role in some retirement income strategies. Annuities are long-term insurance products that can provide a steady income stream during retirement. But when is the appropriate [Read More]
Mental Health and Money: Addressing Financial Anxiety in Uncertain Times
Financial confidence is a cornerstone of one’s overall well-being. Yet, in today’s volatile economic environment, it is increasingly challenging to maintain this stability. Unforeseen circumstances can arise for many, leading to heightened anxiety levels. Here, [Read More]
Financial Lessons from History’s Greatest Disasters
History is a great teacher, offering insights and financial lessons on a wide range of subjects. By examining some of the most catastrophic financial disasters in history, we can learn valuable lessons to apply in [Read More]
Labor Day Legacy: Teaching Children About Work, Money, and Retirement
Labor Day, a nationally celebrated holiday in the United States, offers more than a day off from work or school. It’s a valuable opportunity to honor the contributions of the labor force while also teaching [Read More]