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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 PlanningInvestingRetirement
Overcoming Money Blind Spots
Brett Sebion, Financial Coach  – June 14, 2024
Blind spots, in the realm of investing, can be likened to the unnoticed smudges on a pair of glasses. They obscure a clear view of reality, but can easily go unnoticed. In the world of finance, this can have costly implications. 3 Sample Scenarios Overconfidence in One Sector Imagine Sarah, an IT executive. She’s tech-savvy […]
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Fourth Friday’s Returns to La Crosse’s Riverside
Emerj360  – June 12, 2024
Fourth Fridays is returning for it’s third year in downtown La Crosse in 2024. The free monthly event series provides fun for all ages. Enjoy dinner and refreshments from various food trucks and drink vendors; browse the unique items the arts and crafts vendors will have for sale; and enjoy music and family fun. The […]
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Financial Planning
8 Key Life Events that Require Financial Guidance
Heather Jordan  – June 08, 2024
Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition into adulthood. The progression from school to […]
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Investing
Investing 101: Compound Interest
Brett Sebion, Financial Coach  – June 07, 2024
Compound interest might sound complex, but it’s actually based on a very simple principle: earning interest on your interest. Here’s a clear and simplified way of understanding this important concept. Example of Compound Interest Imagine you save some money, let’s say $100, which grows at 10% annually. At the end of the first year, you […]
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Financial Planning
Why You Need an Evolving Financial Plan
Brett Sebion, Financial Coach  – June 05, 2024
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as your career evolves and big changes like marriage, having a child, or getting a new job may warrant adjustments to your long-term plan. Here is a look at the situations […]
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Financial Planning
Pay Yourself First
Heather Jordan  – May 31, 2024
Each month, you settle down to pay bills. You pay your mortgage lender. You pay the electric company. But, do you pay yourself? One of the most basic tenets of sound investing involves the simple habit of “paying yourself first” – in other words, making your first payment of each month a deposit into your […]
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