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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 Planning
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 […]
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Financial PlanningInvestingRetirement
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 […]
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Financial PlanningRetirement
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 […]
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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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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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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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