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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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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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Retirement
9 Facts About Social Security
Emerj360  – April 02, 2024
Social Security has been a part of retirement life ever since it was established in 1935. Here are nine interesting facts about social security that will help you understand the benefits. Some facts may even surprise you! Interested in learning more about Social Security Benefits and getting your questions answered? Request a copy of our […]
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Retirement
Retirement Through Your Own Eyes: Questions to Ask
Brett Sebion, Financial Coach  – March 26, 2024
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel or spend more time with family and friends. With that in mind, here are some things to consider. What do you absolutely need to accomplish in retirement? If you could […]
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Financial Planning
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 mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.1 It seems a shame not to make […]
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Financial Planning
Health Savings Account = Wealth Building Benefit
Heather Jordan  – March 15, 2024
What is an HSA? A health savings account (HSA) is a tax-advantaged account that can be paired with a high-deductible health plan. Why Use an HSA? An HSA has greater tax advantages, and therefore greater savings potential, than other types of savings accounts. How Do I Use an HSA? You can treat an HSA as […]
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Retirement
5 Benefits of Working in Retirement
Brett Sebion, Financial Coach  – March 12, 2024
In the past, retirement has been portrayed as an ending, a grand exit from your years in the workplace. You might be thinking, “isn’t retirement the goal of saving up for retirement throughout my working years?” But the rules are shifting. Labor force participation among those aged 65-74 is predicted to reach 30.7 percent by […]
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Retirement
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 longer than men, retirement money for women may need to stretch even further.1 Additionally, although the pay gap is narrowing, women earn less than men, on […]
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