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6 Things to Look For When Seeking a Financial Professional
Many seek financial professionals to help them with investment guidance and financial management. This management involves reviewing investments, savings, insurance, and other elements as they work toward their goals. However, not all financial professionals are created equal. Here’s what to look for while seeking a financial professional.
How to Develop a New Year’s Plan for Retirement
As we welcome the New Year, it’s an opportune time to reflect on one’s financial goals and aspirations. Many prioritize an independent retirement as a financial goal, working toward it as a New Year’s goal. Here are the necessary steps to prepare a New Year’s plan for retirement.
How AI is Making Financial Fraud Harder to Spot
As we continue to navigate the digital era, the technological advancements of Artificial Intelligence (AI) have impacted many industries, most notably finance and banking.
The Time is Right for Safe Summer Travel
Finally, it appears that the time is right for safe summer travel while the pandemic numbers are low and people can safely distance themselves. If you’re thinking of planning a trip, here are a few trends to keep in mind to keep you and your family safe as you embark on your next adventure:
Ready, Set, Save in 2022 with These Simple Tips
There’s no better way to start the New Year than with a list of goals you’d like to achieve. Whether you’re pleased with your current financial situation or wish to improve it, 2022 is a great year to focus on your finances. Here are simple tips to help you save in 2022:
January is International Wealth Mentality Month
Becoming wealthy or increasing your existing assets is a common goal many people have. Both can be accomplished when you adopt a wealth mentality by spending less, saving more, and looking for ways to improve your financial situation.
What You Should Know About the 2021 Tax Season
Due to the pandemic and Coronavirus Aid, Relief, and Economic Security (CARES) Act, the 2021 tax season may look a bit different this year. By becoming familiar with certain deductions and rules, you may be able to potentially avoid costly mistakes. Here’s what you need to know for the unique 2021 tax season:
What You Need to Know- American Rescue Plan Act of 2021
The new stimulus plan may have an impact on your finances. The American Rescue Plan Act of 2021 is a $1.9 trillion relief package is designed to help struggling Americans overcome financial hardship. Here’s an overview of several of its most important components that relate to individuals:
Equal Pay Day
Created by the National Committee on Pay Equity (NCPE) in 1996, Equal Pay Day highlights the gap between men’s and women’s wages. This gap often requires women to work longer than men for the same amount of pay. As a result, women may struggle financially or find themselves reliant on others to meet their financial goals.
