Blog

Could You Live on $21,924 a Year?
Heather Jordan  – November 30, 2023
It doesn’t seem like a lot, but it is the average annual Social Security benefit for all retired workers in 2023. Could you get by on this amount? Sure, some expenses could be lower once you retire — your mortgage may be paid off, your children may be financially independent, and you won’t have work-related […]
Keep Reading
How to Create a Budget for Your Financial Plan
Brett Sebion, Financial Coach  – November 21, 2023
When it comes to following your financial plan, your budget serves as a roadmap for your spending each month. Building a budget that is organized, comprehensive and easy to follow is an important step to growing your wealth and savings. And while following a budget may seem like a tedious task, it is actually simpler […]
Keep Reading
Five Tips to Save for Multiple Financial Goals at Once
Heather Jordan  – November 14, 2023
Most of us will always have savings goals that compete for priority in our lives. Between home ownership, retirement, student loans, new vehicles — it’s easy to get overwhelmed and not understand how to realistically tackle these goals at the same time. The best way, of course, is to have a savings plan. By taking […]
Keep Reading
Protect Your Finances From Fraud
Heather Jordan  – November 13, 2023
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks. Scammers embrace AI and other technology because it enables them to analyze large amounts of data quickly, identify potential targets more efficiently, and personalize their scams to appear genuine, increasing the chances of success. By equipping yourself with […]
Keep Reading
Overcoming Money Blind Spots
Brett Sebion, Financial Coach  – November 06, 2023
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. Imagine Sarah, an IT executive. She’s tech-savvy and feels very confident investing in the […]
Keep Reading
Mortgage Strategies Explained
Brett Sebion, Financial Coach  – October 31, 2023
Mortgage rates have been rising steeply since 2021 and are now commonly found in the neighborhood of 7%. This is significant as you might remember rates in 2021 were often below 3%.1 The run-up has cooled the housing market considerably. Now, lenders are having to get creative to drive new business. They’re offering more incentives […]
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