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As the Coronavirus Continues, Avoid These 5 Retirement Mistakes Thumbnail

As the Coronavirus Continues, Avoid These 5 Retirement Mistakes

The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement. Before making any sudden changes, it’s important to remain rational and avoid these five big retirement mistakes below.

Investment Retirement Funding Insights
Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan Thumbnail

Open Enrollment Begins November 1st. Consider These 4 Tips For Choosing a Health Insurance Plan

Open enrollment (the annual period where you can enroll in major medical health insurance plans), begins November 1, 2020 and will remain open for 45 days, or until December 15. For someone looking to change or add coverage, this offers a short window of time to decide on and select your health insurance plan. Before rushing a decision to meet this deadline, take some time now to review and prepare. Below we’ve rounded up our top tips for choosing the right health insurance plan for you and your family’s needs.

Investment Insights
Socially Responsible Investing (SRI) Is Trending in 2020. If You Haven't Considered It, Here's What Might Change Your Mind Thumbnail

Socially Responsible Investing (SRI) Is Trending in 2020. If You Haven't Considered It, Here's What Might Change Your Mind

2020 has been a year of stress and uncertainty - but it’s also been a year that’s brought to light issues of social justice, climate change and social responsibility. As consumers, we’ve grown more conscious about what we eat, where we buy from and, of course, who we vote for. But as investors, our awareness has gradually been increasing as well. More and more investors are opting to align their portfolio with their greater social beliefs and ideals. In fact, between 2016 and 2018 alone, assets being placed in socially responsible investments rose 38 percent. Of the $46.6 trillion of assets under management, one in four dollars was in SRI assets.1

Investment Insights
4 Creative Ways to Reduce Business Expenses During Coronavirus Thumbnail

4 Creative Ways to Reduce Business Expenses During Coronavirus

In the era of COVID-19, the consumer market has been anything but normal, causing many practices to scramble in response. Even as time has progressed, a survey of CFOs indicated that the financial impacts of coronavirus have consistently been a top concern.1 If your practice needs to contain costs in order to achieve financial stability - during a time of extreme instability - these four strategies can be used to help consolidate your spending and protect the longevity of your business.

Insights Naturopaths
You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress Thumbnail

You've Taken a Financial Hit During COVID-19. Use These 5 Techniques to Overcome Financial Stress

Beginning in February and March 2020, America, Canada and Europe locked down cities, closed businesses and halted travel amidst the onset of COVID-19. Six months later, we’re still experiencing the pandemic’s global impact in our communities. A record number of people have applied for unemployment in America since March, and millions are still left jobless, behind on their bills or struggling to make ends meet. If you and your family have been financially hit during the COVID-19 pandemic, here are a few things you can do to help handle and overcome your financial stress.

Insights Naturopaths
The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference Thumbnail

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

When we think of financial health, a few things might come to mind. We may think of our own financial status, our investments, the Dow Jones Industrial Average performance, the stock market as a whole, the economy, the country’s employment status and so on. While some aspects may be interrelated on some level, they are not all one and the same, nor do they all indicate the status of one another.

Investment Insights