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What are you saving for? Whatever it is, we can help keep you on track

April 13, 2023

Financial Freedom: Saving money can also lead to financial freedom. By having enough savings to cover your expenses, you can make choices about your career or lifestyle that you wouldn't have been able to make otherwise.

Earmarking your tax refund for savings can be a smart financial move for several reasons:

Savings

April 11, 2023

Boost your emergency fund: An emergency fund is crucial to cover unexpected expenses, such as a medical bill or a car repair. By earmarking your tax refund for savings, you can boost your emergency fund and be better prepared for any unexpected expenses.

Weekly Market Recap Week Ended April 7

Personal Investor

April 10, 2023

With the start of earnings season just around the corner, the major U.S. stock indexes didn’t make any big daily movements during a holiday-shortened trading week that concluded on Thursday, prior to Friday's monthly jobs report. The S&P 500 slipped 0.1%, the NASDAQ fell 1.1%, and the Dow added 0.6%.

Financial planning is an essential aspect of life at any age, and it becomes imperative as we approach our 40s.

Planning

April 7, 2023

At this stage of life, many people are in the prime of their careers and may have acquired significant assets. Here are some critical steps to consider when developing a financial plan for your 40s:

What are you saving for? Whatever it is, we can help keep you on track.

Savings

April 6, 2023

Saving money has several advantages, including: 1. Financial Security: Saving money provides a financial cushion for emergencies, unexpected expenses, or changes in income. It can help you avoid high-interest debt, such as credit card debt, and provide a sense of financial security.

When looking for a financial advisor, it's essential to consider several factors.

Personal Investor

April 4, 2023

Qualifications and Credentials: Check if the advisor has relevant certifications, such as a Certified Financial Planner (CFP) or a Chartered Financial Analyst (CFA). This shows that they have met specific standards of education and experience.

Markets Take a Breather After Rally; Fed Cut Likely Next Week