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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 […]
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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 […]
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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 […]
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Is a Financial Planner Really Worth It?
Heather Jordan  – August 29, 2023
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. It’s a common misconception that working with […]
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Key Considerations for Planning Retirement Income
Brett Sebion, Financial Coach  – August 22, 2023
For many of us, retirement feels far off, so it’s difficult to conceptualize how much retirement income we’ll need. Combine that with little experience in financial or retirement planning and it can seem altogether overwhelming. According to the latest data from the United States Census Bureau, the median annual income for individuals aged 65 and […]
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Preparing Financially for Parenthood
Heather Jordan  – August 16, 2023
When a couple decides to start a family, there are a lot of things to prepare for. In addition to painting the nursery and stocking up on diapers, parents-to-be need to get their finances ready for the new baby. Here are a few financial preparations you may want to make. Start Saving Your bundle of […]
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