News

27
Oct

Ethical Investing in Retirement: Aligning Values with Financial Goals

Retirement often brings with it an opportunity to reassess not only one’s lifestyle choices, but also one’s financial strategies. At the heart of these decisions is the concept of ethical investing.

20
Oct

How The “Big Beautiful Bill” Affects Long-Term Financial Planning

The recent tax legislation, known as the ‘Big Beautiful Bill,’ introduces a number of changes that may affect various aspects of personal finance. This reform impacts various aspects of personal finance, from income tax rates and brackets to modifications in deductions and exemptions. Here’s what investors need to know about the “Big Beautiful Bill,” which is now law. Changes in

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13
Oct

Seven-Generation Thinking: How Indigenous Planning Principles Can Help Transform ‘Retirement Thinking’

One of the values embedded in many Indigenous cultures worldwide is something known as Seven Generation Thinking. This philosophy invites individuals to consider the impact of today’s decisions far into the future—potentially offering a complementary perspective to traditional retirement planning models.