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Save For Retirement with These Three Simple Steps

Posted by Ocean Wealth

Retirement should be a happy period. You’ve worked hard for years, and now you finally get time to enjoy your life outside of the workforce. That said, the extent to which you’re able to function financially in retirement varies depending on how much you’ve saved...

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The Hidden Tax Benefits of Charitable Giving

Posted by Ocean Wealth

Donate There’s no question that the best part of charitable giving is that feeling you get when you give back. Whether it’s donating to a cause you believe in or an organization that holds sentimental value to you, charitable giving is a soul-warming experience unlike any other...

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Navigating the World of Death and Taxes

Posted by Ocean Wealth

Taxes Passing wealth down to your heirs isn’t always as straightforward as one might assume...

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Is Gold Worth Its Weight as an Investment?

Posted by Ocean Wealth

Gold Ironically, the saying, “All that glitters is not gold,” sometimes comes to mind when investing in the precious metal. While some investors are more skeptical than others about its actual value, it’s important to weigh all the facts...

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Investment Basics You Need To Know

Posted by Ocean Wealth

Your Money As much as we’d all love to be money masterminds like Leonardo DiCaprio in The Wolf of Wall Street, you’re likely already aware that finances can be a little more challenging than the movies make them out to be...

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What You Need to Know About Estate Planning

Posted by Ocean Wealth

Thinking about how your loved ones will go on without you isn’t easy. That said, having no form of estate planning in place when it happens one day can be far more devastating...

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When Am I Really Ready to Retire?

Posted by Ocean Wealth

As you edge closer to the end of your working life, it’s time to think about retirement. Whether that’s a source of crippling anxiety or complete bliss, retirement planning can help secure a bright future outside of work.