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October 2024 Insights
As retirement approaches, many individuals find themselves contemplating a significant life change: relocating to a new city or region. According to recent…
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August 2024 Insights
Are you leveraging your IRA to support the causes you care about while also lowering your taxable income? Many individuals overlook the…
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July 2024 Insights
Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a…
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June 2024 Insights
Welcome to our June Edition. Our video this month “Convicted Investing: Kingsview Wealth Management” features David Swift, co-founder of Second 50 Financial,…
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May 2024 Insights
Our five-minute video this month focuses on Embracing AI in Our Second 50 Years and the transformative impact of Artificial Intelligence (AI)—a…