The Blog

Financial News and Views

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Planning for Healthcare Costs in Retirement: What Every American Needs to Know

Healthcare costs are one of the biggest financial challenges retirees face today. With medical expenses rising faster than general inflation and Medicare covering only a portion of total healthcare needs, planning...

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How the Federal Reserve’s 2025 Rate Cuts Could Impact Your Finances

Interest rates play a crucial role in shaping the financial landscape. After a period of aggressive rate hikes in 2022 and 2023, the Federal Reserve has shifted gears, implementing rate cuts in 2025 to...

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Understanding Moderate Inflation and Its Impact on Your Finances

Inflation is an unavoidable economic reality that affects everyone. While moderate inflation—typically around 3% to 5% annually—is considered normal, it can still have a significant impact on household...

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Charitable Giving and Legacy Planning_ Leaving a Gift That Lasts Beyond the Holidays

The holiday season is a great time to give back to your community, as individuals and families come together to support causes they care about. While these acts of giving are impactful, they shouldn’t be limited to...

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The Benefits of Tax-Efficient Investing_ How to Keep More of What You Earn (1)

In this blog, we'll explore the benefits of tax-efficient investing and discuss strategies you can use to keep more of your hard-earned money.

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Why Every Business Owner Needs a Succession Plan (Even If You’re Not Retiring Soon)

In this blog, we'll explore why every business owner needs a succession plan, the benefits of having one in place, and steps you can take to create a seamless transition for your business's future.

Managing Finances for Newlyweds

The Ultimate Guide to Managing Finances for Newlyweds_ Building a Strong Financial Foundation Together

This comprehensive guide will walk you through the essential steps of managing your finances as a couple, helping you navigate everything from budgeting and saving to debt management and...

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How to Create a Diversified Investment Portfolio

In the world of investing, the old adage "don't put all your eggs in one basket" is a cornerstone principle. Diversification is a strategy that spreads investments across various financial instruments, industries,...

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