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Financial Tips for June: Mid-Year Check-In & Smart Adjustments
As we reach the halfway mark of the year, June is the perfect time to hit “pause” and reflect on your financial journey. A mid-year check-in allows you to evaluate progress, make necessary adjustments, and ensure you're still on track to meet your 2025 financial goals. Whether you're saving for retirement, a home, or just trying to manage your budget better, these three actions can help realign your financial strategy.
Jun 22 min read


Stress Test Your Retirement Plan: Inflation, Longevity & Market Shocks
Retirement isn’t just about having “enough”, it’s about making sure your money can handle what’s next. Market drops, inflation spikes, and longer lifespans can all strain even well-built plans. That’s why stress testing matters.
May 272 min read


Apple, Jony Ive, and the AI Narrative That Could Fuel the Next Leg to $240+
Quick Take: Apple’s been stuck lately – regulatory headlines, insider selling, and muted product buzz have weighed on the stock. But there’s a story developing just beneath the surface that could flip sentiment fast. Between the Ive–OpenAI hardware news and what’s expected at Apple’s Worldwide Developers Conference (WWDC), the setup for a move toward $240 is real.
May 213 min read
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