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Investment and Financial Planning Articles

Stay Informed and Stay Ahead

Recent Articles

tug of war between inflation and saving

Inflation-Proofing Your Retirement

Inflation doesn't have to be a retirement plan's nemesis. Discover how a financial planner can forti…

tax effect on active investing

The After-Tax Effect of Active Investing

Index funds or active funds? Are your investments truly working for you after taxes? After-Tax Effec…

529 college financial planning

Saving for College: A Smart Financial Strategy

Empower your child's future without the burden of debt by saving for college with a 529 Plan. Start …

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Inflation and Its Impact on Markets and Portfolios

Understand how inflation impacts your investment strategy and the role of diversified portfolios in …

2023 Market in Review

2023 Was a Great Year To Review

The stock market closed out 2023 on a high note, with the S&P 500 climbing steadily for nine consecu…

Gex Z Economic Challenges

Navigating Gen Z’s Economic Challenges

Gen Z's economic challenges. Dive into actionable strategies for skill enhancement, mindful spendin…

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