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eNews – April 2025

In this month’s newsletter, we cover some important investing lessons you should remember whether you’re deep in your investing journey or just getting started. Then, with health insurance premiums going up this month, it’s worth reviewing your policy and understanding what to look for if it’s time to switch.

We also explore a retirement risk that isn’t often acknowledged — underspending — and how the fear of running out of money might deprive you of the retirement you deserve. And with tax time fast approaching we take a look at some lesser known deductions that might be available to you. Finally, we offer up some strategies to help combat an all too common feeling these days — financial stress.

4 things every investor wishes they knew sooner

The decisions you make early on can have an outsized impact on your returns over time.

What to look for when choosing a health insurance policy

You’ll be glad you considered these crucial factors when it’s time to claim.

Why underspending could be the biggest risk to your retirement

There’s a fine line between being cautious and compromising the retirement you deserve.

Surprising tax deductions you might be overlooking

Many tax deductions are obvious and well known, but there are several that fly under people’s radar. Are you missing out?

Strategies to help keep financial stress at bay

If money issues are weighing on your mind, here are five strategies to help ease financial stress.