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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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Featured Article

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
Navigating 6 Common Retirement Pitfalls
Heather Jordan  – November 25, 2024
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh, as not all of them represent errors in judgment. Either way, becoming aware of these potential pitfalls may help you […]
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Retirement
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 essential to have a plan for how you’ll spend your time. One way to prepare is to test-drive your retirement lifestyle before making the big leap. […]
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Retirement
Catch-Up Contributions
Heather Jordan  – November 01, 2024
Saving enough money for a comfortable retirement is likely one of your primary financial goals. However, with so many demands on your finances, it’s easy to get off track. If you’re 50 or older and want to make up for lost time, tax laws allow you to ‘catch up’ on your retirement savings. You can […]
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Financial PlanningRetirement
For 401(k) Plan Participants, Consistency is Key
Brett Sebion, Financial Coach  – October 23, 2024
Recent research1 from the Employee Benefit Research Institute (EBRI) and the Investment Company Institute (ICI) found that 401(k) plan account balances increased significantly between 2016 and 2020 for participants who made regular and consistent contributions to their plan accounts. The study reinforces just how helpful it is for plan participants to contribute consistently to their plan […]
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Financial PlanningInvestingRetirement
Protect Your Finances From Fraud
Heather Jordan  – October 03, 2024
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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Retirement
How Retirement Spending Changes With Time
Heather Jordan  – September 30, 2024
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend more than they anticipate as retirement starts to unfold. In 10 or 20 years, though, they may not spend […]
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