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Blog

An older man relaxing and laying down in an inner tube on relaxing water.
Jon Coomer | May 28, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
Read More
Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Jon Coomer | May 14, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

Read More
Watercolor style picture of 5 carrots sprouting from the ground.
Jon Coomer | May 1, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
Read More
Older couple embracing on a boat overlooking a body of water
Jon Coomer | Apr 23, 2024

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly
Read More
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Jon Coomer | Apr 9, 2024

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More
A row of houses along a canal
Jon Coomer | Mar 26, 2024

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
Read More
Person holding jar of coins with a 'savings' label
Jon Coomer | Mar 12, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
Read More
A brain surrounded by circles representing brain waves
Jon Coomer | Feb 27, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

Read More
Image of an American flag, with a person looking out of them similar to window blinds.
Jon Coomer | Feb 13, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance

Smart investing doesn’t happen in a vacuum.

Current events matter, and this year, the 2024 Presidential Elections are taking center stage.

That’s rattling a

Read More
Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Jon Coomer | Feb 1, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a
Read More
Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Jon Coomer | Jan 23, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
Read More
Jon Coomer | Jan 17, 2024

2024 Retirement Plan Contribution Limits

Education
IRS
Financial Planning
2024 Retirement Plan Contribution Limits
Read More

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