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Retirement nearing? Do these 5 things first.

Retirement nearing? Do these 5 things first.

by muzeumdev25 | Mar 19, 2024 | Family, lifestyle, Retirement, Savings, Tax Planning

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help...
How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

by muzeumdev25 | Feb 14, 2024 | Finance, Investments, lifestyle

In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available.1 That sounds simple. Yet it doesn’t happen as much as it should in the real...
Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

by muzeumdev25 | Jan 24, 2024 | Finance, Investments, lifestyle, Savings

What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.1 In fact, most folks admit their finances have not gotten better over the past year. And at...
Investors & the Markets: What to Watch Out for in an Election Year

Investors & the Markets: What to Watch Out for in an Election Year

by muzeumdev25 | Jan 17, 2024 | Finance, Investments, lifestyle, Retirement

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing...
How to Stop Subconsciously Sabotaging Your Financial Goals

How to Stop Subconsciously Sabotaging Your Financial Goals

by muzeumdev25 | Aug 30, 2023 | Finance, Investments, lifestyle, Savings

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re...
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

by muzeumdev25 | Aug 9, 2023 | Finance, Investments, lifestyle, Savings

Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn’t just help connect the dots; they can help you reveal additional possibilities you hadn’t...
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