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News

4
Nov

Today’s Pre-Retirees: Financial Planning with a Contingency Plan

Financial planning with a contingency plan is a requirement for all those who expect to retire at some point. The demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now, there is a converging demographic between countries, thanks to world aid

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1
Jul

Planning for health care

When planning for retirement, we need to account for our health (both now and in the future), protect our wealth and consider our future goals and dreams. Health, wealth and happiness — a solid retirement plan incorporates all three! When planning for retirement, we need to account for our health (both now and in the future), protect our wealth and

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3
May

How to Make a Family Budeget

IF YOU’RE NOT GOOD AT.. Maintaining a household budget, you’re not alone. Many families operate without a spending plan, and even those who think they are budgeting may not actually be doing so. The Certified Financial Planner Board of Standards surveyed 300 adults between the ages of 35 to 65 who had investable assets of at least $100,000 in 2018.

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