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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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Congratulations, Doc! You’ve earned it! Speaking of Earnings, Let’s Talk About Protecting Your Income. After years of hard work, sleepless nights, and navigating clinicals, you’ve finally made it to the next stage of your medical journey. Whether you’re starting your
When we think about financial planning, we often focus on the big-ticket goals: saving for retirement, funding our kids’ education, building wealth. But what about protecting the income that makes all of that possible? That’s where disability insurance comes in—and
Scan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a fiduciary breach. The litigious trend started with corporate behemoths but has been trickling down to small and mid-size
We don’t always get a heads-up when life throws a curveball. Job changes, medical bills, a sudden move—unexpected events can shake up even the most carefully planned finances. That’s where financial resilience comes in. As we wrap up Financial Literacy
April is National Financial Literacy Month—a timely reminder that understanding your finances is essential to achieving long-term security and peace of mind. Whether you’re just starting your financial journey or looking to refine your existing plan, this month offers a
The Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The administration has said it is prepared to
On Wednesday, April 2, President Trump unveiled his plan to impose baseline, and in some cases, reciprocal tariffs on all imported goods to the United States. The tariff rates were more aggressive than most investors expected, causing an abrupt response
Investors entered 2024 anxious. Pundits wondered whether the economy would stall or continue to grow while having to endure higher interest rates. It did not stall, and for now it looks like Chairman Powell orchestrated an elusive soft-to-no landing. As
Investor sentiment has shifted sharply over the first quarter of 2025, driving the U.S. stock markets, as measured by the S&P 500 Index, lower by approximately 10%. The potential catalysts include artificial intelligence disruptions, markets navigating the Trump administration’s policies,
Private education has always been a popular option in the New Orleans area – and attendance rates have only increased in the last few years. In fact, 26.1% of students in New Orleans were enrolled in private schools for the
Life insurance tends to be one of those “set it and forget it” financial tools that most people don’t think about. And while you’ve probably heard some pretty scary statistics about people who are underinsured or uninsured (about 102 million
With the mandatory auto enrollment rules set to take effect in 2025, employers need to take proactive steps to ensure compliance and minimize potential disruptions. Understanding the necessary adjustments, staying informed on regulatory changes, and planning ahead will help businesses
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