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Overview 2023 was a year marked by significant economic events, with inflation and the Federal Reserve’s policies taking center stage. The year kicked off with inflation hovering around 6.5%, prompting the Fed to implement interest rate hikes. This action was taken amidst concerns about potential unemployment rises and recession risks. Key Economic Events of 2023 …
While creating an estate plan is a common part of a financial plan, creating a family legacy is equally as important when thinking about how you want the wealth you’ve built to be distributed. In addition to including your family in financial discussions early on, you can also discuss what’s important as a family, such …
In a world brimming with fleeting get-rich-quick schemes, from the allure of the latest cryptocurrency to the risky game of penny stocks, it’s crucial to recognize the pitfalls of these seemingly easy paths to wealth. These strategies often mask substantial risks, and unfortunately, a majority of investors find themselves on the losing end. The true …
Mastering Wealth Creation: A Practical Guide for Long-Term Financial Success Read More »
