Posts Tagged ‘#RetirementLife’
Q4 2024 MARKET REPORT
The fourth quarter of 2024 ended on a high note, with strong market performance and reduced economic uncertainty. Equities rallied, driven by optimism following Donald Trump’s re-election. Major benchmark indexes…
Read MoreThe Fed Move, Election Implications, and More
As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat after school. It’s a simple but powerful lesson…
Read MoreThe Retirement Shift
As you approach retirement, a significant shift in mindset and strategy becomes essential. This transition, which I like to call the “retirement shift,” involves changing how you manage your…
Read MoreAre You Protected If You Need Long Term Care?
Are You Protected If You Need Long Term Care? Market Updates Earnings Currently going through Q3 earnings which are showing certain sectors continuing to grow very well (Energy, Industrials, Discretionary…
Read MoreFinancial Power Hour: 2022 Checklist Challenge
Financial Power Hour: 2022 Checklist Challenge Start 2022 with a new way to think about planning and hear what is most are the most important things you should do in…
Read MoreNew Years Resolutions and the Balance Wheel
So, the time for New Year’s resolutions is almost here. While most New Year’s resolutions fail, I think it is important to always have goals and be striving for…
Read MoreGifts For You – New Webinars with Special Guests
Ho you know the 12 Days of Christmas actually starts on Christmas Day? So we’re still celebrating the Christmas season and with that thought, we want to roll out…
Read MoreHope
Hope. As I reflect on Christmas, and the meaning of Christmas, hope is a word that keeps resonating with me. Maybe that’s because there’s a lot of areas in…
Read More3 Unique Gift Ides
The countdown to Christmas has begun. Do you have your Christmas shopping done? I know it’s said that it’s more blessed to give than to receive, but sometimes it feels…
Read MoreFinancial Power Hour: Tax Complexities Simplified
Financial Power Hour: Tax Complexities Simplified In the ever-evolving financial landscape, it’s crucial to stay informed about what’s trending and what’s losing steam. Let’s delve into the current market outlook,…
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