Don’t Let Emotion Derail Your Financial Plan
Rebecca Juneau Rebecca Juneau

Don’t Let Emotion Derail Your Financial Plan

Fear, worry, and uncertainty are all human nature.  That can be especially true when your financial future is at stake.  In this article, we explore a few traps that could cloud your sound judgement when it comes to investing.

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Retirement Readiness
Rebecca Juneau Rebecca Juneau

Retirement Readiness

Are you concerned about being financially ready for retirement? Having a solid plan in place so that you can live within your means and focus your time and money on what’s important to you is what we consider success. 

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How Do I Set Up a Budget? 
Rebecca Juneau Rebecca Juneau

How Do I Set Up a Budget? 

With a new year just around the corner, now is the time to hone good financial habits.  Having a workable budget in place can mean the difference between financial freedom or frenzy.  In this article, we’ll explore budgeting basics.

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Interview Questions for Selecting a Financial Advisor
Rebecca Juneau Rebecca Juneau

Interview Questions for Selecting a Financial Advisor

Realizing that you need the expertise of a professional financial advisor is the first step to securing a solid retirement plan.  There are so many nuances from tax management and estate planning to selecting an appropriate investment strategy, that the average person may be overwhelmed on where to start.  Below, we’ll give you some tips to help you select a trusted financial partner.

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Why Tax Planning is Important
Rebecca Juneau Rebecca Juneau

Why Tax Planning is Important

Have I saved enough to retire?  There are many factors that go into the answer, but one of the common oversights is not paying attention to how taxes can erode your spendable dollars.  In this article, we’ll discuss why thorough tax planning is necessary for a successful retirement.

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Should I Seek A Fee Only Advisor?
Rebecca Juneau Rebecca Juneau

Should I Seek A Fee Only Advisor?

If you are considering engaging a financial advisor, one of the criteria you should understand is how they are paid and how much you will be charged for their services.  In this article, we explain the different advisor compensation methods and why a fee only advisor may be your best choice.

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Is Now a Good Time to Purchase a Home?
Kirt Rezek Kirt Rezek

Is Now a Good Time to Purchase a Home?

Purchasing a home is one of the biggest expenditures the average household may make. Whether you have a growing family or are a downsizing empty-nester, the decision to purchase a new home takes careful consideration.

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Kirt Rezek Kirt Rezek

Should I Invest in a CD?

With the Federal Reserve rate hikes over the past year, you may have noticed that your local bank or credit union increased rates on their CDs. After having endured almost a decade of nearly zero interest rates, these new offerings may seem attractive to consumers. In this article, we’ll explore the basics of CDs and whether they fit into your savings strategy.

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Best States to Retire In
Kirt Rezek Kirt Rezek

Best States to Retire In

As retirement approaches, finding the perfect destination becomes a top priority for many. Selecting the best state to retire in involves evaluating various factors, including financial implications, lifestyle preferences and healthcare access.

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How Much Should I Contribute to my 401K?
Kirt Rezek Kirt Rezek

How Much Should I Contribute to my 401K?

Saving for retirement is a top financial priority for many individuals, and your 401(k) is an excellent tool to help you achieve your long-term financial goals. But how much should you contribute to your 401(k)?

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How Much Money Do I Need to Retire?
Kirt Rezek Kirt Rezek

How Much Money Do I Need to Retire?

The dream of a secure and comfortable retirement is shared by many, but it takes diligent planning and informed decisions to make it a reality. We frequently encounter questions like, "How much money do I need to retire?"

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