Blog

What Are Non-Discretionary vs. Discretionary Expenses?
Brett Sebion, Financial Coach  – July 05, 2024
What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when you draw up a budget is failing to separate the things you need from the things you want. Setting priorities is the first step in coming up with a spending plan. Recognizing which expenses are essential […]
Keep Reading
Roth vs Traditional Contributions
Heather Jordan  – June 26, 2024
What Are They? For years, individuals participating in a 401(k) could only contribute in a traditional fashion. It wasn’t until 2006 when many 401(k) plans adopted a Roth contribution feature. This was a game changer for many people and we will walk through those benefits. But first, let’s walk through the differences between Roth and […]
Keep Reading
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 financial friend to help along the way. Believe it or not, the government offers tax benefits to retirement savers to encourage putting money aside for […]
Keep Reading
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 […]
Keep Reading
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 […]
Keep Reading
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 […]
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