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 ...
Keep Reading

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 ...
Keep Reading

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 ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
Financial PlanningInvestingRetirement
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 secure retirement, use a time-tested method — save and invest through a tax-favored retirement plan. It will require patience, but it is doable. Here are […]
Keep Reading
Financial PlanningInvesting
Preparing for Rising College Costs: Start Early and Save Often
Heather Jordan  – May 20, 2024
The skyrocketing cost of college education has become a growing concern for students and families across the U.S. As tuition continues to rise, it is crucial to adopt a proactive approach to prepare for this financial challenge. In 2022-23, average costs (including tuition and fees, room and board and allowances for books and supplies, transportation […]
Keep Reading
Financial Planning
5 Ways to Incorporate Unexpected Cash in Your Financial Plan
Heather Jordan  – May 17, 2024
Receiving an unexpected sum of money can be a welcome surprise, but deciding what to do with it can be a challenge. Should you save the money or pay down debt? Invest the funds or donate to charity? While rushing to book a vacation with proceeds from a windfall may be tempting, it might be […]
Keep Reading
Financial Planning
5 Easy Ways to Protect Seniors from Financial Abuse
Emerj360  – May 06, 2024
Technology has helped streamline the way we manage our money, allowing us to perform transactions and monitor our accounts online, instead of needing to do everything in-person. These tools are simple to use, getting better every year, and don’t cost any more than the traditional methods. But, there are risks involved, especially for our seniors. […]
Keep Reading
Financial PlanningRetirement
5 Steps to Build a Solid Financial Foundation
Emerj360  – April 30, 2024
When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your “financial house is in order,” it means it is built on a solid foundation – you have the “pillars” in place that are designed to support your long-term financial […]
Keep Reading
Financial PlanningRetirement
Financial Longevity: Planning for a Longer Life
Heather Jordan  – April 22, 2024
Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind. There are serious consequences to financial planning around the wrong life expectancy. Some […]
Keep Reading

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
Open Account right-arrow-dark Open Account right-arrow-dark