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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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Comparing Types of Retirement Plans
Brett Sebion, Financial Coach  – September 12, 2023
No matter what stage of life you are in, it is never too early or too late to start saving for retirement. In order to retire when you want, you should be using retirement vehicles to save and grow your money. While there are many retirement plans to choose from, many people choose to participate […]
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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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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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How Long Will My Retirement Savings Last?
Brett Sebion, Financial Coach  – August 03, 2023
In 2023, people are living longer and retiring earlier. Whether you have recently left the workforce or have decades to go, ensuring you have enough money to last through your retirement is a key part of planning your financial future. Many retirement planners suggest replacing at least 70 to 85 percent of your pre-retirement annual […]
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Help Your Working Teen Get a Jump-Start on Saving
Emerj360  – July 20, 2023
You may have a teen in your family who holds down a part-time job or works full-time during the summer. You can help your child lay the groundwork for future retirement security early on by encouraging your child to open an individual retirement account (IRA). You may, or may not, get some resistance, especially if […]
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