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  3. May 2022

May 2022

Why Financial Professionals Are Still Important

Submitted by Shore Morgan Young Wealth Strategies on May 20th, 2022

With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional.

Robo-advisors have been able to do something that traditional financial professionals have not: allow those with limited resources to begin creating a portfolio of investments.

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The New Normal Retirement

Submitted by Shore Morgan Young Wealth Strategies on May 20th, 2022

It’s believed that retirement planning as we currently know it didn’t really exist until a few decades ago. Up to that point, people worked until 65 and then sailed into retirement on a pension plan.

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How do I Start Planning for Retirement?

Submitted by Shore Morgan Young Wealth Strategies on May 20th, 2022

If you’ve just begun your career and started collecting a decent paycheck, retirement probably feels like it’s lightyears away. But it will get here quicker than you expect, and when it does, you’ll want to be prepared.

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Don’t Like Where You are Financially? Change Your Behavior

Submitted by Shore Morgan Young Wealth Strategies on May 20th, 2022

When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most, which is why programs like Nutrisystem and Weight Watchers are so popular; because they provide a system for automatically controlling portions and nutrition.

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Recent Blog Posts

  • Why Financial Professionals Are Still Important
  • The New Normal Retirement
  • How do I Start Planning for Retirement?

Archived Blog

  • May 2022 (4)

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Private Wealth Strategies, L.L.C, is a Registered Investment Adviser. Advisory services offered through Private Wealth Strategies, L.L.C, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. (www.lincolninvestment.com). Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. are independent of and not affiliated with Capital Analysts or Lincoln Investment. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Private Wealth Strategies, L.L.C, Lincoln Investment, or Capital Analysts.

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