by 
Sara Bashiri
In the labyrinth of personal finance, taxes often stand as one of the most complex and daunting challenges. With ever-changing regulations, intricate forms, and potential pitfalls, it’s no wonder many individuals find themselves overwhelmed come tax season. However, there’s a beacon of assistance amidst this complexity: the tax professional. The benefits of working with a […]
Financial Fitness Group to Merge with Aztec’s iGrad to Create a Complementary Financial Education Platform and Expand Industry-Leading Offerings MORRISTOWN, NJ – February 6, 2024 – Aztec Software(“Aztec”), an educational software company focused on helping adults make generational change through academic upskilling, workforce and job-specific certification preparation, and wealth management and financial literacy programming, today […]
by Sara Bashiri
In the evolving landscape of financial advising, client engagement is paramount to building lasting relationships and ensuring mutual success. As we step into 2024, financial advisors must embrace innovative strategies to enhance client engagement. This blog post explores actionable tips to strengthen connections and stay ahead in a rapidly changing industry. 1. Personalized Communication: In […]
by Sara Bashiri
In the dynamic world of investing, misinformation often circulates, leading individuals astray and jeopardizing their financial success. This blog post will unravel some common investing myths that can hinder your investment journey. Understanding these myths and learning how to avoid them is crucial for building a solid investment strategy. Myth 1: High Risk Equals High […]
by Sara Bashiri
Happy New Year!!! The Educated Investor team is pleased to start the 2024 new year with updated tax and financial information for you! Updates are now available online. For all our valued clients, all updates are made immediately available to you FREE of charge. Some of the highlights this year include: Secure 2.0 Act Education […]
by Sara Bashiri
Investing in stocks can be a rewarding venture, but prudent investors approach it with careful consideration and a well-thought-out strategy. Before making any decisions, ask yourself a set of important questions to ensure you are making informed choices. In this blog post, we will explore five key questions to ask before buying stocks to help […]
by Sara Bashiri
As we embark on a new year, it’s beneficial to stay informed of the latest developments in financial legislation. Among the notable changes is Secure Act 2, which brings some significant amendments to financial preparedness in 2024. These updates augment existing provisions that let retirement plan participants withdraw funds from their accounts for unforeseen emergencies. The […]
by Sara Bashiri
In the relentless pursuit of success and financial stability, many individuals find themselves dancing on the precipice of burnout. The constant demands of modern life, coupled with economic pressures, can lead to exhaustion, stress, and an overall decline in well-being. This phenomenon, often referred to as financial burnout, highlights the crucial need for a balanced […]
by Sara Bashiri
A financial checkup involves assessing various aspects of your financial situation to ensure that you’re on track to meet your goals and that your financial health is in good shape. Here’s a checklist for a financial checkup in 2024: Budget Review: Emergency Fund: Debt Management: Savings and Investments: Insurance Coverage: Retirement Planning: Tax Planning: Career […]
by Sara Bashiri
Elder financial abuse stands as a shadowy threat to the well-being of our senior citizens, a distressing reality that demands our attention and action. This insidious exploitation of the financial resources of vulnerable elders, often at the hands of those closest to them, is a grave concern that requires a comprehensive understanding. In this blog […]
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