LifeSpring Insights Monthly Newsletter

Financial advice and strategies that fit your lifestyle

Each month, we explore a different topic and the potential impact it may have on your overall financial plan. Topics range from recent changes to key legislation, investment and estate planning strategies, money matters for your home, and tips for keeping your financial information safe.

2024

January

Five Financial Strategies to Put to Work in 2024

Image of a couple having coffee in the woods

March

Five Smart (and Profitable) Tax Strategies to Use This Year – and Beyond

Father and son playing football in the park while the mother and daughter sit on the sidelines.

April

How to Invest (and Borrow) If Interest Rates Stay High

Woman at the peak of a hike looking out over a lake and mountain

May

Six Tips to “Tune-Up” Your Finances This Spring

LifeSpring Insights - May 2024 - Hero

2023

June

Five Tips For Building a Lifelong Legacy for You and Your Family

Graduation scene showing a family.

August

How to Pick the Right Kind of Life Insurance (and How Much to Buy)

Father play with block with their child

September

Investment, Borrowing And Mortgage Strategies In The Current Higher-Interest Climate

Family out for a walk in Fall

October

Three Retirement Planning Strategies for Tackling High Inflation

Couple out for a bike ride in fall

November

Eight Strategies to Set Up Your Finances for Success in 2024

Family out for a walk in Fall in a forest

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Scott Evans
Financial Advisor
Mutual Funds Investment Specialist

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The information contained in this article/video was written by BlueShore Financial or one of our expert financial writers and was obtained from sources believed to be reliable; however, we cannot guarantee that it is accurate or complete. It is provided as a general source of information and should not be considered personal financial advice.