Navigating Retirement While Supporting Aging Parents
Estate Planning Client First Capital Estate Planning Client First Capital

Navigating Retirement While Supporting Aging Parents

When envisioning our retirement lifestyle, our focus naturally gravitates towards indulging in the activities we cherish: leisure pursuits, travel, quality time with friends, volunteering, and gardening. Rarely does the responsibility of caring for a parent enter into this equation. Yet, for my wife and me, this aspect of life has become a significant part of our reality.

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2024 Investment Outlook
Amar Shah Amar Shah

2024 Investment Outlook

Our investment framework, as you may recall, uses a four-quadrant approach and is based on the incremental rate of change in both GDP and inflation.  Last year, our investment outlook predicted a strong probability of recession, which has not happened (yet).  However, a recessionary environment still looks like the most probable outcome for the first quarter. 

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Navigating the New Year: Financial Strategies for Solo Households
Cheri Turner, Financial Advisor Cheri Turner, Financial Advisor

Navigating the New Year: Financial Strategies for Solo Households

As we step into the New Year, the dawn of fresh beginnings prompts reflection and resolution. For those steering the ship of a solo household, the journey into the unknown often comes with its unique set of challenges and responsibilities. Navigating through life without a partner or additional support requires careful financial planning to ensure stability and security.

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