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And theres never been a better time toget on track with your moneythan now.
Keep reading for five keyfinancial trends to look for in 2025 and beyond.
Were not just talking about mobile apps and online banking anymore those are already the norm.
My advice is to embrace these technologies wholeheartedly, Lewis added.
Justin Godur, finance advisor and founder ofCapital Max, highlighted the same.
One of the key trends I anticipate is the increased integration of AI-driven tools in financial planning.
Sustainable Investing
According to Lewis, sustainable investing is not just a trend; its the future.
This shift is driven by a growing demand fortransparency and accountabilityfrom companies.
Sustainable investing is not only about doing good, but its also about securing strong returns.
For those looking to future-proof their portfolios, now is the time to start exploringESG funds and opportunities.
Integrating sustainability into your investment strategy is not just ethical; its smart business.
This shift isnt just a passing fad its becoming a fundamental part of financial planning.
I encourage clients to start exploring ESG funds now to get ahead of the curve.
Employees are seekingmore comprehensive financial wellness programsthat address their overall financial health.
This includes everything from debt management and budgeting to retirement planning and investment advice.
This isnt just a benefit; its a strategic advantage in a competitive job market.
However, he noted its essential to approach digital assets with caution.
Diversification remains the golden rule crypto should be a part of a well-balanced portfolio, not the entire strategy.
His recommendation for investors is to educate themselves thoroughly about therisks and rewardsof digital assets.
Dont jump in blindly.
The potential is enormous, but so are the risks, so proceed withboth enthusiasm and caution.
Dont rely solely on your financial planner empower yourself with knowledge.
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