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Retirement Planning Blog

The 4 Investing Books That Shaped My Approach to Wealth Thumbnail

The 4 Investing Books That Shaped My Approach to Wealth

From reading stock pages at college parties to managing portfolios for high-net-worth clients, my passion for the market has never faded. These four classic investing books shaped how I think about building and protecting wealth—and they offer timeless insights for anyone serious about long-term financial success.

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How the New Administration's 2025 Policy Changes Could Affect Your Wealth Thumbnail

How the New Administration's 2025 Policy Changes Could Affect Your Wealth

The 2025 policy changes could mean big tax breaks for high-income professionals—but they also come with long-term risks like rising interest rates and inflation. From extended TCJA benefits to potential market shifts, knowing how to navigate these changes is key to protecting and growing your wealth. Stay ahead with strategic tax planning, diversified investments, and a proactive approach to sector-specific impacts. Read more to ensure your financial future is optimized for the new economic landscape.

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Top 6 Mistakes Families Make When Passing Down Generational Wealth Thumbnail

Top 6 Mistakes Families Make When Passing Down Generational Wealth

Building wealth is one thing—keeping it in the family for generations is another. Studies show that 70% of wealthy families lose their wealth by the second generation, and 90% by the third. The truth is, without careful planning and financial education, generational wealth can disappear faster than it was built. From avoiding money conversations to failing to plan for taxes, many families unknowingly make costly mistakes when passing down wealth. In this blog, we uncover six common pitfalls families face when transferring wealth—and how you can avoid them to protect your family’s financial legacy. Read now to learn how to safeguard your wealth for future generations!

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Shield Your Retirement Savings: Smart Strategies to Combat Inflation Thumbnail

Shield Your Retirement Savings: Smart Strategies to Combat Inflation

Inflation is one of the biggest challenges you’ll face in retirement, threatening to erode the value of your hard-earned savings. As you step away from the workforce, the rising cost of living can chip away at your financial security, making it crucial to implement an investment strategy to help mitigate this risk throughout your retirement.

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