Are You Missing Out on Better Interest Rates?
There isn’t a day that goes by without the word "interest rate" popping up—whether it's in conversation, the news, or even just scrolling online. Interest rates affect everyone: If you have debt, you're probably looking for the lowest rate possible. If you're a saver, you're hunting for the highest rate to make ...
The Power of Long-Term Investing
History shows that sticking with a long-term investment plan is often the key to financial success. But the emotional ups and downs of short-term market movements can make even the most seasoned investors feel uncertain. To help you stay focused on your goals, I’d like to share the 2024 Vanguard Index ...
Are You Making Excuses or Building Your Future?
Interest rates are too high. Now is not a good time. We're too busy. These are excuses we hear all the time. But when we show clients their cash flow and how they can afford an investment property, it’s because of their goals—often the main one being to retire early ...
Protecting Your Future Without Breaking the Bank
If you have personal insurance and you're in your 30s, 40s, or 50s, this message is for you. When it comes to your personal insurances—Life, Total Permanent Disability, Income Protection, or Trauma—there are two key issues that often arise, especially in your 50s: 1. Increased Likelihood of Claims: As you ...
The 4 Financial Seasons of Life
Welcome to the journey of financial wellness! Just as the seasons change, so do our financial landscapes, each presenting unique opportunities and challenges. At 7Wealth, we understand that everyone's financial journey is unique. That's why we've crafted a framework to help you identify where you are and what steps to ...
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