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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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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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Financial Planning
How to Set Up a Trust for Your Family
Julie Westbrock, JD  – June 07, 2022
Are you ready to set up a trust for your family? Get started with this detailed how-to guide
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Investing
When Markets are Jumpy, Maintain Focus on Your Goals
Yan Arsenault, CFA® CAIA®  – May 18, 2022
After enjoying a bull market, it’s easy to forget that volatility includes stock prices going down as well as up—and that such movement is practically guaranteed. While you can’t control the markets, you can manage how you react to their swings. The key is to zoom out from any particular period and focus on the […]
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Financial PlanningInvesting
4 Tips to Help You Avoid Timing the Market
Brett Sebion, Financial Coach  – May 17, 2022
udden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when you see your investments lose value — or to buy when the market is surging. But predicting the effects of short-term market movements like these is nearly impossible.
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Financial PlanningRetirement
When to Retire: Pros & Cons
Heather Jordan  – April 14, 2022
Are you wondering when to retire? Compare the pros and cons of retiring at different ages in this guide. Retirement is often a long-awaited dream. Unstructured days, the freedom to do what you please — these are just a couple of the perks of saying goodbye to your desk job. While it’s alluring to leave […]
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Financial Planning
How to Create a Financial Plan
Heather Jordan  – March 29, 2022
Whether you’re planning for retirement or trying to pay off your vehicle, having a solid financial plan in place is the key to reaching your goals. The term “financial plan” may seem as if it’s reserved for the wealthy, but the reality is everyone should have one — no matter how much money you have. […]
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Investing
What Type of Investor Are You?
Brett Sebion, Financial Coach  – March 26, 2022
While there have been many recessions over the last century, the stock market has continued its trajectory higher. That’s not to say specific industries or sectors have come and went (think many technology companies in the late 1990s), but investors with diversified portfolios have prevailed. That brings us to two types of investors: opportunistic and […]
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