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Having the “Money Talk” with Aging Parents
Heather Jordan  – August 13, 2024
Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road. By talking openly about money, you ensure both their future and yours are secure, prevent potential disputes, and help in […]
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Is That Financial Aid Taxable?
Brett Sebion, Financial Coach  – August 05, 2024
The college search process is an exciting but time-consuming process. After your child narrows down the colleges of his or her choice, you both have to figure out the issue of paying for tuition and room and board. The reality is that a four-year college education is expensive. The College Board1 reported that the average […]
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Financial Planning Deconstructed
Heather Jordan  – August 05, 2024
Taking the stress out of creating a financial plan at any stage of life. YOUR FINANCIAL PLAN is a living, breathing document that helps chart the path forward toward your goals. However, for people of all ages, financial planning can often feel overwhelming and stressful. From getting married and building a family to growing in […]
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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 retirement, but the road to achieving this requires thoughtful planning and foresight. The decisions you make now, and particularly in the final decade before retirement, will ultimately […]
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Trust Point and Emerj360 Enjoy Moon Tunes La Crosse
Emerj360  – July 26, 2024
If you haven’t heard of Moon Tunes, you’re missing out! It’s a weekly summer concert series event held in Riverside Park in La Crosse on Thursday evenings from May to September. It was organized to provide a free concert series to the community while raising free-will donations for amenities in Riverside Park and the surrounding […]
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A Roadmap to Early Retirement
Heather Jordan  – July 24, 2024
Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]
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