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Posts Tagged ‘Financial Planning’

3 Questions Investors May Consider before the Second Half

By kathy | July 7, 2026

  The first six months of 2026 have brought no shortage of headlines. From inflation concerns and market volatility to ongoing economic uncertainty, many investors are wondering:   “Am I…

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Most retirement plans weren’t built for 2026. Was yours?

By kathy | June 30, 2026

  If you’re retired or close to it, the market’s behavior this year deserves a closer look — even if you already work with a financial advisor. The first half…

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Recent Posts

  • 3 Questions Investors May Consider before the Second Half
  • Most retirement plans weren’t built for 2026. Was yours?
  • Five questions to answer before summer gets away from you
  • Why the economy feels so confusing right now
  • Changes to 529 Plans

Recent Comments

  1. Wilie donnett on Zombie Recession Fears

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