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The Benefits of Having a Financial Plan In today’s dynamic economic landscape, a well-structured financial plan is crucial. It guides your financial future, helping you navigate uncertainties while working towards long-term goals. Whether saving for retirement, buying a home, or ensuring financial security for your family, a comprehensive financial plan offers numerous benefits. Here are […]
Investing During Uncertainty: Strategies for Pre-Retirees and Retirees As we navigate the remainder of 2024, the financial landscape presents unique challenges for investors, particularly pre-retirees and retirees. High inflation, elevated interest rates, concerns about an economic recession, geopolitical instability, and the upcoming U.S. presidential election have created market uncertainty. Protecting and growing assets is a […]
Charitable Contributions & Tax Benefits: Two Great Things Rolled Into One Giving back to your community and supporting causes you care about is a rewarding experience and can also provide valuable tax benefits. Charitable contributions are crucial in addressing social challenges and positively impacting the world or your community. In this article, we’ll explore the […]
Retirement Saving Basics: A Roadmap to Financial Security Are you ready to embark on the journey towards a secure and fulfilling retirement? Whether you’re just starting your career or nearing the finish line, understanding the basics of retirement savings is crucial for building a stable financial future. Let’s explore some fundamental concepts that can set […]
The Importance of Tax-Efficient Investment Strategies Tax-efficient investment strategies are crucial for individuals and business owners. Here’s a quick look at strategies professional financial investment firms can assist you with: Assessment of Financial Goals and Risk Tolerance: First, we begin by understanding your financial goals, risk tolerance, and investment time horizon. This information helps us […]
Hello all! I want to introduce myself to you! My name is Eric Bitetto. I am the founder of Semper Fortis Financial, LLC, and a financial advisor. We have been in the business of meeting our client’s wealth management and overall financial needs for a decade. We have been a part of the Myrtle Beach, […]