investment planning
Are Your Investments Working Toward Your Goals?
Smart investing isn't about chasing the hottest trends-it's about building a disciplined strategy that aligns with your goals, timeline, and comfort with risk. Whether you're growing wealth, preparing for retirement, or planning for future expenses, a thoughtful investment plan helps you stay on track through all market conditions.
WHY INVESTMENT PLANNING MATTERS
Grow and preserve wealth over time
Navigate market volatility with confidence
Stay aligned with long-term financial goals
Reduce emotional decision-making during market swings
Your money should work as hard as you do-today, and for years to come.
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
Let your vacation be a vacation
You work hard and look forward to those days and weeks when you don’t have to be in the office. But, do you ever take a real vacation, a true holiday away from anything work-related? If you’re like most professionals today, the answer is no. In a recent ELVTR Survey of 2,300 North American employees, nearly 70% of respondents admitted to working on vacation. Almost 60% said they felt anxious about leaving their inbox unattended. This inability to unplug can negatively affect your health, mood, relationships, and overall life. The truth is you need to disconnect fully from your work from time to time. We’ll share the many benefits of letting your vacation be a vacation and how to actually get away from your desk. That way, you can rest, recharge, and return to the office better than ever.
4 Key strategies for maximizing your retirement contributions during tax season
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
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