Start the year by tracking expenses daily to see where your money flows.

Get Financially Ready for 2026

Let's make 2026 the year when we get in the best financial shape possible! 

Like any good fitness plan, our webinar and action plan starts off with a look at where you stand today, and then resolves to make improvements. Our checkup covers all the important aspects of your life: family, goals, business or work, health, money, estate, retirement, and your future. 

Start the year off right by joining our January webinar, and work toward a level of financial fitness that's comfortable for you.

Max out tax-advantage accounts like 401Ks, HSAs, and FSAs.

How to Keep More of What You Earn

Taxes. They're complex, ever-changing, and inevitable. 

This month's webinar is a must-attend session for anyone seeking to stay informed and proactive about their tax preparation. Together we'll discuss the latest tax law changes, which investments and tools can help you manage your tax liability, and share insights on how to navigate the tax landscape with informed confidence. 

Begin an emergency fund, saving a little each week to build protection.

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges. It's important to recognize these challenges and plan accordingly. 

In this month's webinar, we'll cover the importance of planning for retirement, why you need to account for inflation, taxes, and the potential future cost of health care, the basics of Social Security retirement income, and the steps you can take now, as well as steps to take as you get closer to retirement. 

Avoid lifestyle creep by keeping spending aligned with your priorities.

It’s rare to scroll through your news feed without seeing an article about the increasing cost of going to college. When you add up tuition, room and board, books and other expenses, the total cost of a year at a public or private college may seem impossible to reach.

We're here to help with this month's webinar, full of practical information about beginning an education saving plan, and learning about the many options available to help pay for higher education. Register today to start getting your plan in place, and get back to focusing on where to go and what to study. 

Review credit card statements to catch fees or charges you don’t need.

A Plan to Reduce Debt and Build Savings

Feeling the holes in your financial plan? Fixing them is easier than you think.

Financial planning can be challenging in this economy, but you can still control your financial future. Get sound guidance from our financial consultants in this month's webinar. Learn strategies to pay down debt while still ensuring you can save for your future in a way that fits your retirement goals and how you can create a strong financial plan designed to thrive in any economy.

Automate savings transfers so you consistently build wealth without effort.

Building a Personalized Financial Plan We’re halfway through the year. 

Are your financial goals on track? A financial roadmap can motivate you to save money, support your financial goals, and help improve your overall financial security now and in the future. A financial plan that’s tailored to individual needs and circumstances could be beneficial to consider.

 In this webinar we'll discuss how to construct a budget and the importance of establishing an emergency fund, planning for healthcare costs, credit fundamentals, and basic investment concepts, including risk tolerance and the difference between pre-tax, after-tax, and tax-deferred investments.

Increase retirement contributions by at least 1% to boost long-term savings.

Retirement is evolving - what used to be a fixed endpoint has become a dynamic, personalized journey shaped by longer lifespans and changing lifestyle expectations. Recent reports of potential insolvency, tax hikes, and increased eligibility ages associated with Medicare and Social Security benefits have caused a lot of controversy and confusion. 

This month's webinar gives you the answers you need regarding these benefits. Learn exactly how Social Security and Medicare work, what is being done to ensure their survival, and how you can plan for your retirement and medical care so you don’t have to rely too heavily on either program. 

Check your credit report for errors that may affect future loan rates.

How much time do you spend each day thinking about your retirement plan?

Planning for retirement is essential. The good news is that it doesn't have to be difficult (and you certainly don't need to spend time on it every day!) 

If you're asking yourself "When will I be able to retire? How much will I need? How will inflation affect me?", then join this month's webinar to help kick-start your retirement plan and build a solid strategy to meet your goals.  

Review insurance coverage to make sure policies fit your life and needs.

As we prepare to enter retirement, we need to pay special attention to our healthcare costs. Maybe it's making changes to employer-sponsored medical insurance or being ready to spend increasing amounts of money on medical care over time, due to health changes or decline.

If we plan well enough before retiring, we should be able to manage healthcare expenses more easily than if we just ignore them.

Register for our webinar to start planning today! Together we'll get comfortable with Medicare coverage (including doctor visits, hospital stays and prescription drugs), Medicare Advantage Plan and Medigap, and long-term care insurance. We'll also give practical suggestions for maintaining good health during retirement.

Review recurring bills or subscriptions to free up extra monthly cash.

How to Hack-Proof Your Phone and Other Tips to Stay Safe

Our cell phones have evolved from devices to make a call to mini-computers we carry everywhere. But how to keep our personal information (and often work data too) as secure as possible? As we shop this holiday season, keeping our data safe may be a persistent worry. 

Register for our webinar to learn eight things you can do that will make your smartphone more secure. From PINs to updates to encryption, we'll cover the actions you can take today to keep out the hackers, identity thieves, and spammers.

A Roth IRA grows tax-free—start early to maximize retirement savings.

Is One Right for You?

This webinar is for you if recent tax changes got you thinking about investing in a Roth IRA. 

Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, qualified distributions from Roth IRAs aren't subject to tax. Is a Roth IRA right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in a higher tax bracket in the future. 

Reflect on your year’s progress and set financial goals for the next.

Not Just For the Wealthy 

If you think estate plans are only for those with big homes and bank accounts, think again. Everyone wants a say in what happens to your money and property after you are gone, and having a solid strategy in place can help preserve your assets if you want to leave money to heirs or important causes. 

Join our webinar to help demystify estate planning misconceptions, including the differences between a Will and a Trust and the importance of Powers of Attorney documents. We’ll discuss fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime, preserving assets you’ve spent a lifetime building.

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