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What Should You Worry About When the Stock Market Fluctuates

What Should You Worry About When the Stock Market Fluctuates

by lightforcemarketing | Jan 21, 2026 | Financial Planning

Market fluctuations and uncertainty have a way of dominating the headlines. You’re much more likely to start your day with news about recessions, inflation, and affordability crises than with a positive outlook from the talking heads. It just goes to show that...
If You’re a Business Owner, You Need To Do a Year-End Financial Debrief

If You’re a Business Owner, You Need To Do a Year-End Financial Debrief

by lightforcemarketing | Oct 30, 2025 | Financial Planning, Retirement, Small Business

As the year winds down, some business owners shift their focus to wrapping up projects, managing cash flow, and squeezing in a few more client wins before the holidays. But this time of year could provide financial opportunities that are worth considering, especially...
What Factors Should You Consider When Planning For Retirement?

What Factors Should You Consider When Planning For Retirement?

by lightforcemarketing | Sep 19, 2025 | Retirement

Retirement planning can be one of the most important steps you can take toward building confidence in your future. Retirement planning isn’t just about accumulating money; it’s also about having a plan to help build your savings, manage your investments to...
Key Business Changes Business Owners Should Consider Following the One Big Beautiful Bill Act

Key Business Changes Business Owners Should Consider Following the One Big Beautiful Bill Act

by lightforcemarketing | Jul 29, 2025 | Financial Planning, Retirement

The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces sweeping changes to business taxation and operations. With over 35 major provisions affecting everything from capital investments to reporting requirements, understanding these changes could...
June Portfolio Reviews Could Be Costing You More Than You Think

June Portfolio Reviews Could Be Costing You More Than You Think

by lightforcemarketing | Jun 20, 2025 | Financial Planning, Retirement

As you approach retirement, the financial decisions you make today could significantly impact your quality of life for the next 20-30 years. We regularly meet with clients who are 5-10 years from retirement and facing a common concern: how to manage their tax burden...
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