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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
When Can I Retire?
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – August 16, 2022
Key considerations for retiring at the right time For many people, retirement is the ultimate goal—the end of a marathon. Deciding when to retire is both an emotional and financial decision, and for some, it’s one of the hardest decisions in life. While no two finish lines look the same, there are some common requirements […]
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Financial PlanningRetirement
5 Steps to Take in Your Final Year Before Retiring
Brenda Stuhr, CPA CTFA  – August 15, 2022
After decades of employment, you’re finally on the homestretch toward retirement. Your last day of work is set and it’s only a year away. Are you ready? It’s a question we all need to ask ourselves eventually. The final year of your career can be a busy and emotional time. It’s also a time to […]
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Financial PlanningRetirement
3 Reasons Why a Roth Conversion is Important for Your Retirement Strategy
Duke Cunningham, CFP®  – August 08, 2022
There are many strategies to consider when planning for retirement. Everyone’s blueprint may look a little different, but a Roth conversion could be an important component. A Roth conversion is simply converting funds in a pre-tax IRA or 401(k) to a Roth after-tax investment, which means money in a Roth IRA will grow tax free […]
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Financial PlanningRetirement
Carrying Debt Into Retirement
Brett Sebion, Financial Coach  – August 03, 2022
Once you stop working, will you still have to make a monthly mortgage payment? Carrying mortgage debt during retirement may be a heavier burden than you’ll want to bear. Anyone considering refinancing or taking on a new mortgage shortly before retirement should certainly think about the following items. A mortgage payment will significantly increase your […]
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Investing
Why to Avoid Overconcentration when Investing
Brett Sebion, Financial Coach  – July 28, 2022
A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation package or they may have bought shares of a single company, hoping to choose a big winner.  However, it’s unlikely that a single stock will outperform the market as a […]
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Retirement
Overcoming the Great Resignation
Allyson Krause, CRPP™, Managing Director, Retirement Plan Services  – July 19, 2022
Use Your Company’s 401(k) to Help Attract and Retain Employees The U.S. Bureau of Labor Statistics reported that an average of about 3.9 million Americans left their jobs each month in 2021, a phenomenon that has been nicknamed the big quit, the great reshuffle, and more commonly, the great resignation. It’s not all grim, though. […]
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