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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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Financial PlanningRetirement
Popular Retirement Approaches Deconstructed
Heather Jordan  – July 14, 2022
Our experts weight in on Dave Ramsey & the FIRE method to retirement When we talk with our clients about retirement, we frequently hear the name Dave Ramsey, and we are starting to hear more people bring up FIRE (Financial Independence Retire Early). Both approaches have main-stream popularity, but are they right for everyone? Let’s […]
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Financial PlanningRetirement
Retirement Ready at Every Age: Key Considerations for All Ages
Brett Sebion, Financial Coach  – July 11, 2022
For some, retirement is a far-off dream; for others, it is urgently approaching. No matter your age, the most important aspects of planning for retirement are education, preparation, and action. Starting early with small saving efforts can make a substantial difference in the long run, and strategic planning as you near retirement ensures that your […]
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Investing
The Risk of Missing The Best Days in the Market
Yan Arsenault, CFA® CAIA®  – July 08, 2022
Since 1980, the S&P has had over 10,000 trading days. However, if you only miss a small fraction of the best days the impact can be material. Said another way, the cost of trying to time the market can be high.
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Financial Planning
Financial Considerations for your Pre-Trip Checklist
Jason Munz  – July 06, 2022
Ready for a long-awaited getaway? Traveling, especially for longer periods of time, requires some intentional design and foresight. Most of that preparation is obvious and exciting — like deciding when you’ll travel, where you’ll stay and who will join you. Financial components require a broader spectrum of anticipation and can sometimes be easily overlooked. Here’s […]
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Financial Planning
Financial Lessons From the COVID-19 Pandemic
Heather Jordan  – July 01, 2022
The recession caused by the COVID-19 health crisis taught us that proactive measures are the best financial plan. Historically, every 8 to 10 years, the economy experiences a recessionary environment. For many investors, 2020 was the first recession they have experienced. Nobody loves a recession, but there is a silver lining; they provide a unique […]
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Financial PlanningGetting StartedInvestingRetirement
Introducing EMERJ360
Angela Strangman  – June 29, 2022
This new division of Trust Point is backed by our same long-standing fiduciary values and experienced investment team. Heather N. Jordan, CFP®, MBA, Managing Director and Brett A. Sebion, Financial Coach, share what Emerj360 offers. Heather: We are so happy to introduce Emerj360, Trust Point’s new division. It’s grown from the belief that expanded services […]
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