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Financial planning for retirement in the United States: common mistakes

Glass jar filled with stacked coins and a small green plant growing from the center, placed on a desk with financial documents, magnifying glass and eyeglasses, with the United States flag and an urban skyline blurred in the background, symbolizing cautious investment strategies and long-term growth in modern finances.

highlights common mistakes in retirement planning in the United States, such as underestimating future expenses, delaying savings, relying too heavily on Social Security, and avoiding professional guidance. It emphasizes the importance of early action, realistic projections, and flexible strategies to ensure long-term financial stability.

Succession planning in the United States: overlooked financial dimensions

Realistic and minimalist scene representing estate planning in the United States, showing a wooden desk with a judge’s gavel, a small house model, stacks of money, keys, and legal documents, with an American flag softly blurred in the background, symbolizing inheritance decisions and overlooked finances.

Succession planning in the United States is often associated with legal documents, wills, and trust structures, yet the financial layer beneath these instruments receives far less attention than it deserves. Many families focus on compliance and asset distribution without fully understanding how Finances interact with taxation, liquidity, and long-term wealth preservation. This gap can quietly […]