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Investing and Trading
7 Reasons You Haven’t Received Your Tax Refund
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"Investing" and "trading" are words often used interchangeably, but when used precisely represent distinct approaches for those in the financial markets.
"For most people in most situations, a long-term, buy-and-hold, diversified, low-cost investment approach is likely more suitable than active trading,"


Unlocking the Benefits of Financial Wealth Planning
When it comes to managing your money, the idea of financial wealth planning might seem overwhelming. But trust me, it’s not just for the ultra-rich or financial experts. Whether you’re an individual, a small business owner, or someone planning for retirement or education, understanding how to plan your wealth can make a huge difference in your financial future.

Stephen H Akin
2 days ago3 min read


Veterans Day
Veterans Day on November 11th honors military veterans who served in the United States Armed Forces. The federal holiday coincides with Armistice Day and Remembrance Day, which marks World War I. These observances reflect the end of significant hostilities at the 11th hour on the 11th day of the 11th month of 1918 when the Armistice with Germany took effect. Initially, the United States observed Armistice Day as well. However, it evolved into the current Veterans Day in 1954.

Stephen H Akin
Nov 82 min read


Comprehensive Retirement Services for Your Future including post-retirement support
Planning for retirement can feel overwhelming. You want to ensure your financial future is secure, your lifestyle is comfortable, and your goals are achievable. That’s why understanding the full scope of retirement planning and post-retirement support is essential. I’m here to guide you through the key aspects of preparing for retirement and what comes after, so you can feel confident every step of the way.

Stephen H Akin
Nov 34 min read
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