Thin(k) About Your Retirement: Industry Trends & Observations Post-Pandemic
M.F. Gomila, Jr., "Fritz"
October 31, 2024
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For each individual, investing may have a different meaning – to build a family legacy, for retirement security, for charitable giving, or to make a difference in the world. No matter why you invest, we focus on developing your personalized strategy.
Money is a tool - and a powerful one - to help you live your life to its fullest in whatever way that means to you.
We know meeting financial goals ultimately means more than money – it is inextricably linked with your goals for your life, your family and your legacy.
Employers
Employers also Bring Together Money and Meaning, to better prepare employees for retirement. We understand the responsibilities of both plan and company fiduciaries and have a systemized program to assist with fulfilling those duties.
non-profits and Institutions
ThirtyNorth has a strong commitment to serve the greater good of our communities. In fact, it holds such an important place in our culture that it is incorporated as one of our firm Values. Our work with Not-for-Profits dovetails nicely with our mission of Bringing Together Money and Meaning, building financial security for organizations through investment accounts or endowments.
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