Tag: financial planning
The Power of Purposeful Giving
Your financial life should be aligned with your goals and values to have the most impact on what matters most to you. Often, folks concerned...
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Optimize Your Social Security Payout with Strategic Timing
In the past, there was a general thought that when you turn 65, you retire and begin taking your Social Security benefits. This is because,...
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Affluent Investors Need the Right Tax Plans for a Prosperous Retirement
If you’re earning a higher income, you’re well aware of the hefty income taxes that come along with it. It’s an aspect of your financial...
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What Would a 2024 Recession Mean to My Business?
One of the main challenges business owners may face later in 2024 is the possibility of a looming recession. If the thought of this has...
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