INVESTMENT RECOMMENDATIONFollowing our Quarterly meeting for the Q2 of 2025, we propose the following portfolio adjustments to various Fortunate Brokers Solutions:
Momentum financial planning does a comparative example of two individuals, one contributing to a retirement annuity, and the other who does not....worth the read,
RAs have proven to be beneficial savings vehicles for many clients, because it encourages disciplined savings with accompanying tax incentives as well as a number of other benefits:
