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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
4 Considerations to Prepare for Healthcare Expenses in Retirement
Brett Sebion, Financial Coach  – December 05, 2023
When thinking about your retirement, there are many factors you likely are considering — where you’ll live, where you’ll travel, new hobbies you may want to pick up and how you will spend your newfound free time, to name a few. While these are all important factors to consider, there is one large consideration for […]
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Financial PlanningRetirement
Could You Live on $21,924 a Year?
Heather Jordan  – November 30, 2023
It doesn’t seem like a lot, but it is the average annual Social Security benefit for all retired workers in 2023. Could you get by on this amount? Sure, some expenses could be lower once you retire — your mortgage may be paid off, your children may be financially independent, and you won’t have work-related […]
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Investing
Avoiding Common Investing Errors
Brett Sebion, Financial Coach  – November 30, 2023
Every investor, even experienced ones, makes mistakes. The “can’t lose” investment that may seem like a great opportunity all too often can lose — and lose big. While there is no guaranteed method for avoiding costly mistakes, recognizing common pitfalls can help investors keep their portfolios on track. 1. Concentrations in a Single Stock or […]
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Financial Planning
How to Create a Budget for Your Financial Plan
Brett Sebion, Financial Coach  – November 21, 2023
When it comes to following your financial plan, your budget serves as a roadmap for your spending each month. Building a budget that is organized, comprehensive and easy to follow is an important step to growing your wealth and savings. And while following a budget may seem like a tedious task, it is actually simpler […]
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Financial PlanningInvestingRetirement
Five Tips to Save for Multiple Financial Goals at Once
Heather Jordan  – November 14, 2023
Most of us will always have savings goals that compete for priority in our lives. Between home ownership, retirement, student loans, new vehicles, and more, it’s easy to get overwhelmed and not understand how to realistically tackle these goals at the same time. The best way, of course, is to have a savings plan. By […]
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Retirement
8 Must-Know Retirement Deadlines
Heather Jordan  – November 09, 2023
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security? In the years leading up to retirement, there are a number of key milestones and deadlines to consider. Without careful attention, it’s easy to miss these checkpoints and the consequences […]
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