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Wealth Planning for 2024 with DeLauretis Wealth Management

7 Common Wealth Goals for 2024

As we settle into a New Year, this is a perfect time to revisit your short and long-term financial goals and the dream lifestyle you want to achieve. In this article, we give you 7 common wealth goals so that you can translate meaningful financial goals into an actionable wealth building plan.

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Create your wealth plan rituals for the New Year

Is your wealth planning process a ritual?

It is like a ritual to me. According to the Merriam-Webster dictionary a ritual is defined as: an act or series of acts regularly repeated in a set precise manner. “Rituals involve the execution of conscious and deliberate actions [as opposed to habits] …rituals are often markers or catalysts for energetic shifts. Rituals also assist in

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Retirement Myths Debunked

Retirement Myths Debunked Is retirement realistic? Were we meant to retire for 25 to 30 years of our total life span? Retirement means to stop employment completely.  Semi-retirement means to aggressively reduce work hours.  Think about it, retirement is a relatively new concept in our history.  It was first introduced in the late 1800’s early

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Financially Organized Rescue

No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming.  How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process.  It should begin however, with a financial organizational strategy. If you think about it, it is essentially, the gathering

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