Featured Article

Top 10 Questions We Hear as Financial Professionals

Emerj360  – April 08, 2024
Do you ever wonder what other people are asking financial professionals? Watch our webinar on demand for answers to our most asked questions to help boost your financial knowledge ...
Keep Reading

Featured Article

Budget Check Up: Tax Time Is the Right Time

Heather Jordan  – March 22, 2024
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering ...
Keep Reading

Featured Article

Conquering Retirement Challenges for Women

Heather Jordan  – March 08, 2024
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that the typical lifespan for women is about 6 years ...
Keep Reading

Featured Article

What Your Last Tax Return Can Tell You About Your Finances

Brett Sebion, Financial Coach  – February 14, 2024
Just as coaches look back at their prior season to identify their team’s strengths and weaknesses, it can be helpful for taxpayers to review their most recent tax return to ...
Keep Reading

Blog

Sort by:
All Posts Financial PlanningGetting StartedInvestingRetirement
Financial PlanningRetirement
Eight Common Mistakes That Can Jeopardize Your Retirement
Trust Point  – October 09, 2023
According to Charles Schwab, retirement planning is the number one source of financial stress for the majority of Americans.1 Given the potential for retirement to span 20 or more years, it is extremely important to avoid costly mistakes today which could have detrimental costs tomorrow. This article outlines eight common mistakes people make which can […]
Keep Reading
Financial PlanningInvestingRetirement
Ways a Financial Planner May Benefit You
Heather Jordan  – October 03, 2023
Managing your own finances can be a difficult and time-consuming task. Yet in 2022, only 35% of Americans said they worked with some type of financial advisor, meaning a large amount of our population is not taking advantage of the benefits a professional can provide. No matter your age, financial status or background, working with […]
Keep Reading
Financial Planning
What is Financial Planning?
Brett Sebion, Financial Coach  – September 27, 2023
Life is busy, which is why you should always have a plan—especially when it comes to your finances. No matter what stage of life you are in, it is important that you have a financial plan to help you stay on track in how you are spending, saving and growing your wealth. We often hear […]
Keep Reading
10 Questions to Ask When Relocating in Retirement
Brett Sebion, Financial Coach  – September 20, 2023
Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t […]
Keep Reading
Retirement
Comparing Types of Retirement Plans
Brett Sebion, Financial Coach  – September 12, 2023
No matter what stage of life you are in, it is never too early or too late to start saving for retirement. In order to retire when you want, you should be using retirement vehicles to save and grow your money. While there are many retirement plans to choose from, many people choose to participate […]
Keep Reading
Financial Planning
Financial Planning Strategies for Late Starters
Heather Jordan  – September 07, 2023
When it comes to planning your financial future, it is never too late to start. If you have found yourself neglecting your budget, not saving for retirement, or just falling behind on planning your financial future, you are not alone. Even if you have never made an effort to financially plan, there are still many […]
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