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Blog

Jon Coomer | Apr 10, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Jon Coomer | Apr 10, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Jon Coomer | Apr 10, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Jon Coomer | Sep 7, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Jon Coomer | Sep 7, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Jon Coomer | Aug 8, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Jon Coomer | Aug 8, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Jon Coomer | Jul 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Jon Coomer | Jul 29, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance. We are here to help you weather the storm!
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Jon Coomer | Jul 29, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future! If you're unsure where to begin or simply want a second opinion, we can help!
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Jon Coomer | Dec 17, 2020

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Jon Coomer | Dec 17, 2020

4 Education Investment Accounts to Grow College Savings

Investments

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

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