Tue.Mar 15, 2022

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8 Facts About Retirement Planning You May Not Have Known

The Financial Literates

Retirement is an important phase in everyone’s life. There are sweeping changes that can overwhelm you if you are not prepared for it. Before retirement, different aspects of life such as finances, health, time, and activities have to be planned for. Most people do not plan for retirement in the right way.

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All Aboard the Inflation Train

Talon Wealth

US equities fell this week as the cost of commodities fell. CPI readings met analyst expectations, highlighting problematic inflation that continues to pose challenges. This reality continues to be reflected in consumer sentiment, as Friday’s reading came in lower than expected. In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes.

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Get Exposure to New Sectors & Strategies at Wealthfront

Wealthfront

Today, we’re excited to announce that Wealthfront has added new investment options in technology, the metaverse, commodities, and more to our menu of available funds. It’s never been easier to build a portfolio you believe in. You can explore and research these new investments, along with the hundreds of others available at Wealthfront, right on […].

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Legitimate Ways to Help Ukraine

Your Richest Life

Since Russia invaded Ukraine last month, countless fundraisers have been set up to help the Ukrainian people. The problem is that so many fundraisers have been created that it’s difficult to know which sources are the most credible. It’s important to decipher where your money will make the biggest impact. I’ve compiled a list to highlight some legitimate sources that can help Ukraine, and what you should look out for when you’re trying to offer financial help during a disaster.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Advisor Websites Launches AccessAble, Making Websites Accessible To All

Advisor Websites

New AI-powered web accessibility solution helps financial advisors reach more clients, promote digital inclusivity, and remain compliant with WCAG, ADA, AODA and other accessibility legislation.

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Market Update for February 2022

ModernAdvisor

February was almost a carbon copy of January, albeit a faint copy; almost all equity markets were down as were bond markets. February 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. February was almost a carbon […].

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The Four Phases of Retirement

Park Place Financial

RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. Many retirees can no longer rely solely on social security benefits and personal savings accounts to fund their retirement and instead must develop financial strategies to meet their goals.