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Blog

An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

by AMeen Estaiteyeh on Jun 10, 2022
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Two yellow balloons with smiley faces on them

Are Emotions Controlling Your Personal Finances?

by AMeen Estaiteyeh on Jun 8, 2022
Categories
Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

by AMeen Estaiteyeh on Jun 6, 2022
Categories
Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

by AMeen Estaiteyeh on Jun 3, 2022
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

by AMeen Estaiteyeh on Jun 1, 2022
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

by AMeen Estaiteyeh on May 30, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

by AMeen Estaiteyeh on May 27, 2022
Categories
Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

by AMeen Estaiteyeh on May 25, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

by AMeen Estaiteyeh on May 23, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Two people having a picnic by a lake

How do I Start Planning for Retirement?

by AMeen Estaiteyeh on May 20, 2022
Categories
Retirement
If you haven't started planning for retirement yet, it's not too late.
Elderly woman doing yoga in a park

The New Normal Retirement

by AMeen Estaiteyeh on May 18, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

by AMeen Estaiteyeh on May 17, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.

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