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Wealth preservation is essential for many individuals but warrants a specific focus for those nearing retirement. Understanding the complexities of wealth preservation is crucial, particularly for pre-retirees. Today’s pre-retirees may need a more detailed retirement plan, whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment.

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Launching a budding startup is an exciting venture that offers plenty of potential rewards but also risks. However, it’s a complex process that requires careful planning and preparation. As an entrepreneur, your confidence largely depends on your ability to anticipate challenges and make well-informed decisions. Here are some tips for entrepreneurs you should consider before launching your startup.

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Retirement brings many significant lifestyle changes, shifting daily routines, and adjusting financial patterns. This stage of life also presents an opportunity to reassess one’s contributions to society. Retirees often consider how much to give to charities now that they’re retired. However, the answer to this question can be determined by many factors, including financial health, personal beliefs, and the particular causes one wishes to support. Here is what to consider if you want to give to charity during retirement.

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Spring brings warmer weather, blooming flowers, and more time spent outside. However, a change in season may bring a different type of storm that can cause just as much chaos and unpredictability- market volatility. Spring thunderstorms and stock market volatility may seem completely unrelated, but upon closer inspection, they share some striking similarities.

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Spring is known as the prime home buying season. The warmer weather, blooming flowers, and longer days make it the perfect time to start the search for a new home.

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Earth Day is observed annually on April 22nd, raising awareness and inspiring actions toward preserving the environment. This day typically focuses on reducing plastic waste and conserving energy. However, it is also an opportune time to discuss sustainable and ethical investing.

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April is recognized as Financial Literacy Month, aiming to promote financial education and awareness among individuals. Reflecting on one’s financial habits and learning ways to improve them is crucial.

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With the rise of automation, artificial intelligence (AI), and the gig economy, the workforce is transforming significantly. As we move towards the new decade, businesses and individuals must understand the future of work and prepare accordingly.

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Filing your 2024 taxes can be simple when you’re prepared. When you understand recent changes in tax laws to determine which tax credits and deductions you’re eligible to take.

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As we welcome the spring season and start decluttering our homes, it’s also an excellent opportunity for cleaning your finances. Spring cleaning your finances involves reviewing, reorganizing, and eliminating unnecessary financial clutter to make your money management more efficient.

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