Planning

The Freedom 30

July 23, 2026

Planning for retirement can feel overwhelming, but it becomes much easier when you break it into small, manageable steps. Whether retirement is decades away or getting closer, taking one focused action each week can help you build a stronger foundation for the future you want. Read more.

2 x 2 System

August 28, 2025

2×2 August: Planning For Holiday Expenses And Making A Charitable Giving Plan

The 2×2 System is where you set aside two hours on the calendar two times a month to complete a predetermined financial task. Read more.

Family Matters

A grandfather and grandson looking at a sailboat together

August 7, 2025

Have You Made A Will Or Trust?

Before you do anything fun this summer, from heading to the beach or lake to a family road trip to an extended vacation in an exotic locale, we bet you do a bit of planning. Read more.

Family Matters

March 23, 2023

Planning For A Successful Long-Distance Move

Moving is rough and considered one of the most stressful experiences people can go through. That stress can intensify when moving thousands of miles across the country. You may need to move for work or family obligations, or maybe your company is making remote work permanent and you can live in an idyllic hideaway.

Financial Wellness

April 14, 2022

Buying A Home In The Next Year? Plan Ahead.

If you want to buy a house in the next 12 months – you’ll need some hard work and a bit of luck. But you can improve your help your chances of success, and your wallet, with a plan.

Financial Wellness

September 9, 2021

Preparing for a Financial Setback

Living on less is never easy, but with a little planning and a positive attitude, you should be able to weather most financial storms. So, take a deep breath, relax, and review the following tips that you can help make any setback smooth and (almost) painless.

Financial Wellness

June 29, 2021

Setting and Attaining Financial Goals

We know ―goal setting itself may not be exciting and fun, but it sure helps you to achieve your dreams and ambitions. From funding a vacation or home improvements, to securing a comfortable retirement or a child’s education, planning for goals is vital.

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