Let’s unwrap 12 timeless principles of investing. Inspired by ‘The 12 Days of Christmas’, these principles can help you keep your financial goals on track, not just through the festive period, but well into the future. https://t.co/qsmT6dnhpO

As far as achievements go, Tara Dower’s speed run of the Appalachian Trail surely takes some beating. The professional ultrarunner completed the 2,200 miles from Maine to Georgia in just 40 days and 18 hours, beating the previous fa https://t.co/lW2MhjINMy

We always hope our clients feel confident discussing money with their families. But, the truth is, talking about money can be very uncomfortable for many. Where do you begin? What’s the right age? https://t.co/ujnU0NGDI0

Investors who pull the emergency brake and bail out during a market decline almost always lock in a loss on their investments. And if they stay out of the markets, chances are good they’re going to miss the recovery, which further c https://t.co/6xYDmzpBB0

Turning 50 can signal the start of some of our best accomplishments. Here is some advice on how to make the most of this exciting time. https://t.co/CzQ0isq8bK

During our working years, many of us have access to an employer-sponsored health insurance plan either through our job or our spouse's job. But when it comes to retirement, we typically rely on Medicare and Medicare supplemental cov https://t.co/FntiV8mHmN

Whether you’re newlyweds or have celebrated many anniversaries, you already know you can accomplish more working together towards the same goal. The same goes with retirement savings. https://t.co/GBtJCvJ3A2

Turning 65 is the trigger point for most Americans to enroll in Medicare. This milestone birthday sets the stage for your initial enrollment period (IEP), during which you can sign up. https://t.co/6C5fDvqKAd

Wouldn't it be nice to pay less income tax in retirement? One way is with a tax-advantaged strategy called a Roth IRA conversion. https://t.co/FwqmqSkXWs

while the notion of a perpetual break might sound appealing, retirement isn’t quite the same as an endless summer holiday. In reality, it requires careful planning, both financially and emotionally, to ensure it’s a success. https://t.co/rhs60f9n4F

Excited to share this article that I contributed to. Shout out to @qwoted.

In this latest issue of Market View Quarterly, Phil Blancato, Chief Market Strategist at Osaic, shares his thoughts about the economy, the markets, and what might lie ahead... as we look back at the 2nd Quarter, 2024. https://t.co/Bzk42Qj84n

Monthly market newsletter that provides a general recap of the previous month's market performance, current state of the economy, and a positive news story. https://t.co/bDHDd11KFn

As election season unfolds, it’s hard to escape the coverage. Our TV screens, newspapers and social media channels are awash with campaign-related content. https://t.co/O1Q1U1BSwv

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Market volatility can unsettle even the most experienced investors, but it also offers unique opportunities to those who know how to navigate it effectively. https://t.co/1qOD5lrbHv

15 percent of American adults expect to receive an inheritance in the next decade — but most lack the confidence to manage it, research suggests. #greatwealthtransfer #planning #wealthmanagement https://t.co/Ge0zCwrY0i

4 Reasons To Rent A Home Instead Of Buying One — Even If You Can Afford It https://t.co/CHF8aOuMlF

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Financial advisers and wealth forecasters often get conflated in the public eye, but their roles and approaches to financial planning are very distinct. https://t.co/EOeXuFPJ6y