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Balancing Emotions and Logic for Smarter Investment Decisions

Investing is often seen as a numbers game—an arena where logic, data, and financial acumen rule the day. However, the reality is more complicated. Human emotions and psychological biases frequently play a major role in decision-making, sometimes leading to choices [...]

7 Steps to Refresh and Fine-Tune Your Investments Before the Year Ends

As the year begins to wind down and fall sets in, it’s a great time to take a closer look at your investment portfolio. With the hustle and bustle of the holiday season approaching, fall presents a quieter window to [...]

2024-09-05T14:19:10-04:00Investing|

Fall Financial Planning: Build Your Family’s Plan in Seven Steps

Managing your family’s finances can feel overwhelming, especially when you’re juggling many responsibilities at once. Fall is a great time to work on your family financial plan, as the season offers a fresh opportunity to assess your finances before the [...]

Effective Strategies for Managing Healthcare Expenses During Your Retirement Years

Retirement is often seen as a time to relax and enjoy the fruits of decades of hard work – and it should be! However, this phase of life also brings a significant shift in financial responsibilities, particularly concerning healthcare costs. [...]