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Read more about the article Is It Time For A Financial Checkup

Is It Time For A Financial Checkup

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  • Post published:August 27, 2024
  • Post category:Tricks
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A thorough examination of your finances may help you weather the current economy and position yourself for when the financial landscape improves. Itโ€™s not possible to build a financial strategy…

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Read more about the article Your Estate: Have You Looked At These Legal Documents Lately?

Your Estate: Have You Looked At These Legal Documents Lately?

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  • Post published:August 27, 2024
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Continue ReadingYour Estate: Have You Looked At These Legal Documents Lately?
Read more about the article Inflation Why The Sudden Concern?

Inflation Why The Sudden Concern?

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  • Post published:August 27, 2024
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While some economists expected that the return to a more normal life would drive economic growth, the strength and speed of the rebound โ€” and the accompanying increase in inflation…

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Read more about the article Sale On Interest Rates… Buyer Beware

Sale On Interest Rates… Buyer Beware

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  • Post published:August 27, 2024
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On Sunday, March 16, the Federal Reserve Bank (the Fed) took aggressive measures to lower the effects of the Coronavirus-19 on the United States and Global Economies. They lowered the…

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Read more about the article Why Family Businesses Should Have Succession Plans

Why Family Businesses Should Have Succession Plans

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  • Post published:August 27, 2024
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The family drama surrounding an aging media mogul โ€” and his unresolved succession plans โ€” are at the center of a hit television show. In fact, only 18% of family…

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Read more about the article Get The Last Five Years Before Retirement Right

Get The Last Five Years Before Retirement Right

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  • Post published:August 27, 2024
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We spend decades working our way toward retirement. The accumulation phase, when weโ€™re gathering wealth before retirement, is generally considered to be decades long. But every stretch is important, including…

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Read more about the article Common Retirement Vehicles You Should Know

Common Retirement Vehicles You Should Know

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  • Post published:August 27, 2024
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When someone mentions retirement, one of the first things you may think about is savings. And thatโ€™s with good reason, of course, because putting your savings to work for you…

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Read more about the article Don’t Overlook Legacy Planning

Don’t Overlook Legacy Planning

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  • Post published:August 27, 2024
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You have to be willing to get a little dark to talk about legacy planning. But the sooner you do, the better off you may be. The lack of a…

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Read more about the article 5 Situations When You May Want To Pause Retirement Savings

5 Situations When You May Want To Pause Retirement Savings

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  • Post published:August 27, 2024
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Being Financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire.  For that reason and inspired by a recent U.S. News and…

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Read more about the article Five Tips To Regain Your Retirement Savings Focus

Five Tips To Regain Your Retirement Savings Focus

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  • Post published:August 27, 2024
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In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidencewas continually tested as the year wore on, and itโ€™s likely that this…

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  • All written content on this site is for information purposes only. Opinions expressed herein are solely those of Orbis Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Orbis Wealth Management, a registered investment advisor. Insurance products and services are offered through Gradient Insurance Brokerage, Inc.. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State or where otherwise legally permitted.