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Customized financial planning

We understand women may have unique financial needs due to their life stage, such as managing debt, saving for children's education, caring for aging parents, or planning for retirement. 

Why contribute to your retirement accounts?

Contributing to a retirement account like a 401(k) or IRA can reduce your taxable income and help you save for retirement.

Retirement planning is essential to ensure people have sufficient financial resources to support themselves during their retirement years.

Here's a timeline that shows when people should start planning for retirement and what steps they should take at each stage:

Weekly Market Recap Week Ended March 24, 2023

Another choppy week A key U.S. Federal Reserve meeting and continuing concerns about bank stability dominated the week as the major U.S. stock indexes recorded gains of 1% to 2%. Despite the overall rise, markets were unsettled, shifting quickly between gains and losses.

Diversification

Don’t put all your eggs in one basket. It’s a key axiom when it comes to managing your money. 

So what did we learn from the policy decision, economic projections and Powell’s press conference on Wednesday?

Investors are currently betting that the Fed will cut rates before the end of the year, with interest rates ending 2023 somewhere between a half point and three-quarters of a point lower than where they are now (a range of 4.75% to 5%). But investors are wrong, said Powell at his press conference on Wednesday. 

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