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Investment Services

Investment Planning: 6 Ways It Can Benefit You

Investment planning is different for everyone. What might be an excellent investment for one person may not be the best option for another. In this ...

Retirement Planning

Retirement Planning in Western PA: 3 Important Steps to Take When Preparing for Retirement

Retirement planning in Western PA can be slightly different from the rest of the country. There are factors such as the cost of living and ...

Financial Planning

Built In Inflation: What You Need to Know and 5 Helpful Actions You Can Take to Help Protect Yourself

Built in inflation is a significant factor in the progression of the economy. It results from an increase in money supply, which can lead to ...

Financial Planning

The Biden Loan Forgiveness Plan: 5 Important Things You Need to Know

The Biden loan forgiveness plan is the latest in a long line of government programs designed to help Americans with their student loans. But what ...

Financial Planning

Elder Financial Abuse: What It Is and 5 Tips on How to Protect Yourself

Elder financial abuse is becoming more and more common. It can be hard to identify, but there are some key signs for which to look. ...

Financial Planning

Financial Literacy 101: 7 Helpful Tips to Teach Your Kids About Money

Financial Literacy 101: financial literacy is one of the most critical life skills that a person can learn. It’s essential to be able to understand ...

Financial Planning

Forgiveness of Student Loan Debt in 2022: 6 Important Things You Need to Know

In 2022, the government plans forgiveness of student loan debt for any borrowers who have been making payments for 20 years. This decision is a ...

Financial Planning

Proactive Financial Planning: 4 Important Reasons to Be Proactive and How

Proactive Financial Planning A study by the Federal Reserve found that only 57% of adults have enough savings to cover a $500 emergency expense. This ...

Financial Planning

How to Become Financially Independent: 7 Important Steps to Take Toward Financial Freedom

How to Become Financially Independent There is no one-size-fits-all answer to how to become financially independent. However, there are a few important steps that would ...

Financial Planning

Debt to Capital Ratio: Understanding Why It’s Important and How It Works

The debt to capital ratio is important for businesses and individuals alike. This ratio measures the debt obligations of a company or individual against the ...

Wealth Management

Wealth Preservation: 6 Important Strategies for Preserving Your Wealth

Are you concerned about wealth preservation for your future? If so, you’re not alone. In today’s uncertain economy, taking steps towards protecting your assets is ...

Financial Planning

Bear Market 2022: 3 Important things Experts Say to Do During a Bear Market

It’s been a turbulent year for the stock market. If you’re feeling anxious about your investments during the bear market 2022, you’re not alone. A ...

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Investment Services

Raising Interest Rates: How Record Highs Can Affect You

Interest rates are on the rise, which is likely to significantly impact your financial wellbeing. Whether you’re a consumer or business owner, it’s essential to ...

Financial Planning

Market Update & Market Outlook: Iron Point Financial & Vicus Capital

Iron Point Financial & Vicus Capital: Market Update & Market Outlook It’s been quite the start to the year! To that point, it is important ...

Financial Planning

Personal Finance 101: 5 Great Tips for Becoming an Expert Money Manager

Personal Finance 101 If you want to be financially successful in life, it’s essential to be a good money manager. That’s why personal finance is ...

Financial Planning

Potential Clues to Spotting a Market Bottom

Spotting a Market Bottom The broad-based selloff in markets continues. Large caps are in a deep correction, while small caps and the Nasdaq are in ...

Financial Planning

5 Steps How to Create a Budget: How to Use Your Budget to Help You Cover Your Expenses and Save Money

The first step to taking control of your finances is knowing how to create a budget. It can be daunting, but it’s essential to understand ...

Retirement Planning

Retirement Act 2022: 4 Tips for Using Secure Act 2.0 to Your Advantage

If you’re nearing retirement or just starting to think about it, you’ll want to know about the Retirement Act 2022 (Secure Act 2.0). This critical ...

Retirement Planning

Retirement Withdrawal Strategies: 5 Helpful Steps and Reminders

When you’re planning for retirement, one of the most important things to figure out is how you’ll withdraw your money. If you don’t do it ...

Retirement Planning

Things to Consider When Planning for Retirement: 10 Roadblocks to Avoid in Retirement Planning

When it comes to retirement planning, there are many things that people tend to overlook; this can lead to some pretty significant roadblocks down the ...