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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Investing
Investing Through Life’s Stages
Brett Sebion, Financial Coach  – February 09, 2023
Investing is a lifelong process. The sooner you start, the better off you’ll be in the long run. It’s best to start saving and investing as soon as you start earning money, even if it’s only $10 a paycheck. The discipline and skills you learn will benefit you for the rest of your life. No […]
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Financial PlanningInvestingRetirement
3 Small Moves that Make a Big Difference in Retirement
Heather Jordan  – February 07, 2023
Saving for retirement doesn’t happen overnight. It’s an ongoing process that requires monitoring and tweaking your plan over many years to help ensure you have enough to meet your retirement goals. Sometimes relatively small adjustments to your plan can make a huge impact on your ability to save, such as choosing to invest in low-cost […]
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Investing
Exploring the Investment World
Brett Sebion, Financial Coach  – January 31, 2023
Looking for a new adventure? Consider investing in international investments.* Foreign investments add another level of diversification to your portfolio. Overseas markets often perform differently than U.S. markets due to varying economic conditions. Including international investments in your asset mix may help cushion your portfolio when domestic securities are weak. However, remember that diversification does […]
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Financial Planning
Starting 2023 Off on the Right Financial Foot
Brett Sebion, Financial Coach  – January 27, 2023
The new year brings new limits for various benefits and gifting strategies, and tasks to think about to set yourself up for a more financially secure future. New limits discussed in this webinar may impact your IRA, HSA, or 401(k) accounts. There is also a new gift tax exclusion limit, increasing the amount you can […]
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Financial Planning
A Financial Professional Can Help You Make the Most of Your Finances
Brett Sebion, Financial Coach  – January 24, 2023
The input of an objective, experienced financial professional can be invaluable for anyone focused on managing their finances. Whether you are interested in exploring investment opportunities, planning for retirement, or protecting yourself and your loved ones against unforeseen events, consider consulting a financial professional for assistance. Providing A Clear, Top-Down Perspective of Where You Stand […]
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Retirement
When to Start Receiving Social Security
Heather Jordan  – January 17, 2023
When to start receiving Social Security retirement benefits is an important decision, especially when you consider retirement could span 20 years or more. Many individuals do not maximize their social security benefits but instead opt to collect them earlier at a reduced rate. One recent study from United Income found that just 4 percent of […]
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