Featured Article

Take a Retirement Test Drive

Heather Jordan  – November 15, 2024
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s ...
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Featured Article

10 Tips for a Carefree Retirement

Brett Sebion, Financial Coach  – July 31, 2024
The steps you can take to give yourself peace of mind when entering your retirement years After spending decades in the workforce, everyone deserves to experience a carefree ...
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Featured Article

Am I Saving Enough for Retirement?

Brett Sebion, Financial Coach  – June 21, 2024
“Am I saving enough for retirement?” is a question on the minds of many people. Unfortunately, for many individuals, the answer is, “No.” But, we are here as your best ...
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Featured Article

Building Wealth the Time-Tested Way

Heather Jordan  – May 24, 2024
While it can be pleasant to dream of sudden wealth, it’s not a realistic way to approach retirement planning. If you want to increase your chances of enjoying a financially ...
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Retirement
Navigating 6 Common Retirement Pitfalls
Heather Jordan  – November 25, 2024
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of them represent errors in judgment. Either way, becoming aware of these potential pitfalls may help you […]
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The Real Answer to Your Financial Questions: It Depends
Brett Sebion, Financial Coach  – November 19, 2024
When it comes to personal finance, one of the most common—and frustrating—answers you’ll hear is, “It depends.” Whether you’re asking about the best way to invest, how much you should save for retirement, or how to minimize your tax burden, the response is often the same. And while “It depends” might seem like a cop-out, […]
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Retirement
Take a Retirement Test Drive
Heather Jordan  – November 15, 2024
When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure of a job, it’s essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap. […]
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Investing
A Primer on Dividends
Brett Sebion, Financial Coach  – November 04, 2024
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses: Dividend Ratios Investors track dividend-yielding stocks by examining a pair of ratios.1 Dividend per share measures how much cash an investor is scheduled to receive for each share of dividend-yielding […]
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Retirement
Catch-Up Contributions
Heather Jordan  – November 01, 2024
Saving enough money for a comfortable retirement is likely one of your primary financial goals. However, with so many demands on your finances, it’s easy to get off track. If you’re 50 or older and want to make up for lost time, tax laws allow you to ‘catch up’ on your retirement savings. You can […]
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Financial Planning
The Average American Budget
Heather Jordan  – October 28, 2024
According to the Bureau of Labor Statistics, the average American household earns an average of $82,852 a year before taxes and spends almost 80% of their available income on basic necessities such as housing, food, and clothing. So, how does your household compare? Housing The average American spends roughly 33% of their income on shelter. […]
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