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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 ...
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Featured Article

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 ...
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Featured Article

4 Tips to Look into Your Financial Future

Brett Sebion, Financial Coach  – June 06, 2023
You don’t have a crystal ball, so you can’t say for sure what your retirement will look like. What you can do, however, is lay the groundwork now for the type of retirement ...
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Featured Article

How to Retire Early: 6 Tips

Brett Sebion, Financial Coach  – June 01, 2023
The journey toward retirement is different for everyone, and more Americans are aiming for an early retirement. However, many who would like to retire early are not planning ...
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Featured Article

Saving For Retirement: How Much Should You Save?

Heather Jordan  – December 15, 2021
Are you wondering how much money you should save for retirement each year? Get a rough idea of what you should expect to put away. Whether you’re nearing your 50s, or you’re ...
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Financial PlanningInvestingRetirement
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 […]
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Financial PlanningInvestingRetirement
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 […]
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Financial PlanningInvestingRetirement
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 […]
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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 […]
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Financial PlanningInvestingRetirement
How to Choose the Right Financial Advisor
Heather Jordan  – August 08, 2023
Planning for your financial future can be a difficult task to do alone. Whether you are looking to invest in the stock market, planning for retirement or are simply looking to grow your wealth, seeking advice from a financial professional, often called a financial advisor or financial planner, is a great way to feel confident […]
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Financial PlanningInvesting
Preparing for Rising College Costs: Start Early and Save Often
Heather Jordan  – July 26, 2023
The skyrocketing cost of college education has become a growing concern for students and families across the U.S. As tuition continues to rise, it is crucial to adopt a proactive approach to prepare for this financial challenge. In 2022-23, average budgets (tuition and fees, room and board and allowances for books and supplies, transportation and […]
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