Are you nearing retirement? Take control of your finances today and start to achieve your own wealth-life balance. Proper financial planning gives you the freedom to get more joy during…
Month: August 2021
The 2021 Retirement Bills You Should Know About
Retirement security is again on the congressional agenda. And for good reason. Here are two key legislations to know that are designed to make it easier for Americans to plan…
The Benefits of Charitable Giving
Retirement planning and charitable donations may not be the first pairing in mind when it comes to preparing for your golden years. However, asides from the feel-good factor, you can…
Retirement Planning & The Millionaire Mindset
Dreaming of retiring a millionaire? It isn’t as farfetched as it may seem. With a strategic planning, saving and investing, you can be well on your way to achieving (and…