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Unlocking the Power of ESG in Retirement Planning

Leave a Comment / Investing /

In today’s world, many nearing retirement are not solely interested in investing for wealth accumulation for their own benefit, but investing in companies that share specific environmental, social, and governance values working to improve society and the world. ESG (environmental, social, and governance) investing is a type of investing where social, environmental, and governance factors […]

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Retirement Savings While Raising a Child with Developmental Disabilities

Leave a Comment / Financial Planning /

Being a high earner not rich yet (HENRY) may come with financial challenges. When coupled with the responsibility of raising a child with developmental disabilities, you might need thoughtful financial planning even more. Here are a few strategies that may help you save for retirement while managing your child’s well-being.

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A Beginner’s Guide to Tax-Smart Retirement Withdrawal Strategies

Leave a Comment / Tax Planning /

For many, retirement is the phase of life to kick back, relax, and enjoy the fruits of years of working and saving. However, financial decisions before and during retirement can significantly influence our quality of life and tax liability. Therefore, employing tax-smart retirement withdrawal strategies may help you maximize your retirement nest egg.

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Office: (337) 602-6740
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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and dba Generation Wealth are separate entities from LPL Financial.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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