January is Financial Wellness Month: Time to Review and Strengthen Your Financial Strategy
January is Financial Wellness Month, a time to check-in with your financial strategy.
As seen in:
Survive and Thrive: How to Financially Prepare for a Government Shutdown and Protect Your Investments
Learn how to financially prepare for a government shutdown and protect your investments. This guide covers essential budgeting tips, emergency fund strategies, and insights into how shutdowns impact the stock market, complete with historical examples. Stay ahead with actionable steps to safeguard your finances and thrive during uncertain times.
It's Never Too Late: Proven Strategies to Boost Your Retirement Savings—Even if You're Starting Later
Learn tips and considerations for those starting to save later in life.
Build Value Today, Exit on Your Terms: Marigny deMauriac Earns Certified Exit Planning Advisor™ Designation to Help Business Owners Succeed
Marigny deMauriac, a trusted Certified Financial Planner™ and founder of deMAURIAC, is proud to announce her latest professional achievement: earning the Certified Exit Planning Advisor (CEPA™) designation
Understanding the VIX: Wall Street's Fear Gauge Explained
What the VIX is, how it is calculated and what it means about general market sentiments.
Don’t Miss Out! Essential Year-End Deadlines for Maximum Tax Savings
Discover the must-know year-end financial deadlines that can help you maximize tax savings and boost your wealth strategy. From Roth conversions to charitable giving, this guide breaks down key actions to take by December 31st to reduce taxes and make smart financial moves. Don’t leave money on the table—start planning now!