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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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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
How to Retire Comfortably
Brett Sebion, Financial Coach  – May 05, 2023
Most retirement planners agree that you will need at least 70% to 85% of your current annual household income in retirement. To get there, it’s estimated we need eight to 10 times our ending salary to be financially secure by age 67. But how do you actually get there? That goal may sound overwhelming, but […]
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Financial PlanningRetirement
It’s Not a Windfall, It’s Your Savings
Brett Sebion, Financial Coach  – May 02, 2023
What happens to the money in your retirement plan account when you switch jobs? That’s up to you. Typically, one of your options may be to take your savings in a single sum. Sounds like a windfall, right? Wrong. Here’s why you should think long and hard about cashing out your retirement savings. Less Money […]
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Financial PlanningInvestingRetirement
How Much Does a Financial Advisor Cost In 2024?
Emerj360  – April 28, 2023
According to a Harris Poll survey, 60 percent of respondents had no idea how much they were paying in fees or how the fees were charged on all their financial accounts. It might sound surprising, but advisors or other financial consultants can be compensated in a number of ways, which can make understanding or talking […]
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Financial Planning
Spending Less on Your Getaway
Heather Jordan  – April 21, 2023
Want to go on a relaxing, enjoyable vacation without breaking the bank? Here are some ways you and your family may be able to save money while getting away from it all. Visit National Parks Traveling to a national park can be a good way to experience some of the country’s most beautiful natural areas. […]
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Financial Planning
Get Your Tax Refund Working 24/7
Heather Jordan  – April 07, 2023
Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift to you from the IRS: It simply means that you had too much income tax withheld from your wages and the IRS is returning the amount you overpaid. By having too much withheld, […]
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Financial PlanningRetirement
Wondering What to Do With an Old IRA or 401(k) Account?
Emerj360  – April 04, 2023
Did you know? There are an estimated 2.8 million 401(k) accounts forgotten each year. Some will eventually be reclaimed or liquidated, but rolling over funds can help simplify your finances and ensure your funds don’t become part of that 2.8 million. Funds can generally stay in a 401(k) plan sponsored by a former employer, but […]
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