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The New Year is a time of celebration and reflection, and there’s no better way to spend it than with a great movie. Here are four classics that not only entertain but also evoke the spirit of a new beginning, perfect for ringing in the New Year. Rob Reiner’s iconic romantic comedy “When Harry Met Sally” is a…Read More
The holidays are a time when everyone is surrounded by family members and having a great time, but it may also remind you that your life is intertwined with that of your family’s, including when it comes to finances. If you are unsure about how your financial goals connect to your family’s, now might be a great time…Read More
The holiday season is a time of joy, celebration, and giving. However, amidst the excitement, it’s essential to make sound financial decisions to prevent regret in the New Year. Here are some common financial mistakes that people often make during the holiday season and why you should avoid them. Excessive Spending The season is characterized by gift-giving, decorating,…Read More
As we navigate the gift-giving seas in the hunt for the perfect present, it’s often the unusual and unique gifts that leave the most lasting impressions. From practical to pleasurable, here are five unique gift ideas that are sure to delight and surprise. First on our list is a 9-in-1 multitool pen. This gadget is not your ordinary…Read More
One crucial aspect that you should financially monitor is the common financial stumbling block encountered when shifting to a retirement lifestyle. Here are some valuable insights from our professionals for those on the verge of retirement: Having a well-defined blueprint for your retirement plan, which considers your budget and expected expenditures, is crucial. If your plan is working,…Read More
Snowshoeing is a fun, low-impact, and beginner-friendly winter sport. It’s a fantastic way to explore the snow-filled landscapes and get a heart-pumping workout. If you’re new to snowshoeing, don’t fret! Here’s your guide to getting started. Choosing Your Snowshoes The first step in learning how to snowshoe is selecting the right pair. Snowshoes come in various styles, designed…Read More
As the holidays approach, you may be rounding up your finances for the end of the year. If so, one thing you may want to keep an eye on is the design of your financial portfolio. Your portfolio may not be set up with the best possible spread of investments and assets. If you’re using a generic 60/40…Read More
Financial planning is a crucial aspect of leading a balanced and comfortable life. It can also help you reach your retirement savings goals and get a better idea of what your retirement expenses might look like. Financial planning involves setting financial goals, budgeting, and making informed decisions about investments to meet those goals. When you’ve been disciplined, met…Read More
Do you feel like you have enough saved for retirement? Do you have anything saved for retirement? If your answer to either of these questions is no, then our advisors may have some strategies to help you turn your retirement income strategy around. Here are some things that our advisors recommend when it comes to boosting your retirement…Read More
Staying active in your retirement years can help you to maintain good health and longevity. Making physical activity a habit can be fun and can have various physical, mental, and emotional benefits if executed in a way that makes sense for you. Here’s a rundown of five exercises that can be ideal for retirees. Walking Walking is an…Read More
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