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How Emotions Impact Your Investment Strategy
Investment success isn’t just about choosing the right portfolio – it’s about managing emotions. Biases like envy, fear of loss, and the urge to act can lead to poor decisions, such as trying to time the market or chasing risky trends. Maintaining...
Long-Term Care: Plan Today, Secure Tomorrow
Planning for future Long-Term Care can be scary. The expenses are vague, your needs are up in the air, and you don’t know where to start. Out of sight, out of mind, right? Wrong. At least 70%* of the population will eventually need some level of ...
Medicare & Social Security: What You Need to Know
Medicare and Social Security are often confusing, but they don’t have to be. By having a strong foundation of the basics, you can set yourself and your clients up for success. Whether you’re new to the world of Medicare and Social Security or just d...
Planning for Health Care Costs in Retirement
Planning for health and wealth needs is essential for a secure retirement. By integrating medical expenses into your financial strategy, you can better prepare for the rising costs of healthcare, especially Medicare. It’s important not to wait unti...
Mind Over Money: Avoid Common Financial Mistakes
When it comes to investing, emotions can often influence our decisions more than we realize, potentially impacting the long-term success of your portfolio. The first step to overcoming these biases is recognizing them. In this webinar, we’ll expl...