News
Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’
One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective to traditional retirement planning models.
Financial Wellness in the Digital Age
As the world advances at a rapid pace, our lives are becoming increasingly digitized. The digital age has seen remarkable advancements that have intrinsically changed how we navigate our daily lives, especially in financial matters. Financial wellness now extends beyond balancing checkbooks- it involves understanding and utilizing digital tools to manage, save, and invest for goals.
End-of-Summer Financial Reset: Preparing for Q4 Tax Planning
As summer winds down and autumn approaches, it’s the perfect time for a financial reset, to reassess your financial situation, and prepare for Q4 tax planning. With these tips and guidance from a financial professional, you can tackle Q4 tax planning with ease!