Zoe Financial

JUNE 19, 2023

It is not coming down as headline CPI (driven by energy and food prices, for instance). Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

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Zoe Financial

JANUARY 9, 2023

month-over-month core CPI and headline CPI (which includes energy and food) of 6.5% Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. About Zoe Financial.

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Zoe Financial

DECEMBER 12, 2022

for the core (that excludes food and energy prices since those tend to be the most volatile). Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. About Zoe Financial.

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eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. To successfully make a move to a more holistic service offering, advisors must gain an understanding of the value clients seek in their services.

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Ballast Advisors

OCTOBER 10, 2023

You should factor in the fantastic food, the flowing drinks, and maybe even a dazzling new outfit. Tax-Savvy Holiday Spending While we enjoy the present, let’s not forget about the future. Did you know that some of your end-of-year spending can actually lead to tax benefits? Talk about a win-win situation!

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WiserAdvisor

JANUARY 3, 2024

Starting your journey of saving for retirement is a pivotal financial goal. There is a vast pool of financial advice about how you can reach this goal. But the one thing that remains constant in this advice is that investing is essential to secure a comfortable retirement.

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Harness Wealth

JUNE 9, 2023

While it may seem like a luxury that is only available to the wealthy, anyone is capable of building an effective financial plan and putting it into action. Without effective personal financial management, you risk losing money to poor budgeting, poor tax planning, or even just to inflation.

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