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Steps for Budgeting and Investing with Integrity and Intention

Steps for Budgeting and Investing with Integrity and Intention

by jcdesignandmedia | Jan 25, 2025 | Investments, Lifestyle

New Year, Fresh Start With 2024 coming to a close, you may be considering some of your goals for the new year. A popular personal goal for many is being more intentional in several facets of their life, and you can add intentional budgeting and investment to that 2025...
Philanthropy and Wealth: Making a Meaningful Impact

Philanthropy and Wealth: Making a Meaningful Impact

by jcdesignandmedia | Mar 8, 2024 | Accounting, Investments, Lifestyle

In a world where financial success often intertwines with social responsibility, the intersection of philanthropy and wealth presents a compelling avenue for individuals to make a profound and lasting impact, especially with all the negative events that are currently...
Astyr Wealth’s Favorite Charities For Year-End Giving

Astyr Wealth’s Favorite Charities For Year-End Giving

by jcdesignandmedia | Nov 29, 2023 | Investments, Lifestyle

Year-end gift giving has a few benefits: it contributes to important causes, makes you feel great, and can also be used as a financial strategy to reduce your taxes. This makes it a win for everyone. If you are feeling extra charitable this year and want to reap these...

Recent Posts

  • Steps for Budgeting and Investing with Integrity and Intention
  • Introducing A Brand Refresh for Astyr Wealth
  • Philanthropy and Wealth: Making a Meaningful Impact
  • Raising Financially Responsible Children: A Guide For Wealthy Families
  • Astyr Wealth’s Favorite Charities For Year-End Giving

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    Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

    Osaic FA, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.

    *Associated persons of Osaic FA who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

    See Osaic FA’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FA’s Forms ADV, Part 2A, which describe Osaic FA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FA’s broker-dealer services, and other client disclosure documents can be found here.

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