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Blog

Older couple embracing on a boat overlooking a body of water
Jeff Cleckner | 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
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Hands holding a small wrapped present
Jeff Cleckner | Apr 16, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Two people having a picnic by a lake
Jeff Cleckner | Apr 9, 2024

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Watercolor style picture of 5 carrots sprouting from the ground.
Jeff Cleckner | Apr 2, 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

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Parents holding their child's hands. The child is jumping
Jeff Cleckner | Mar 26, 2024

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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An older man relaxing and laying down in an inner tube on relaxing water.
Jeff Cleckner | Mar 19, 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
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Elderly woman doing yoga in a park
Jeff Cleckner | Mar 12, 2024

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Jeff Cleckner | Mar 5, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Young woman pouring a drink for an older woman. They are sitting together at a table.
Jeff Cleckner | Feb 27, 2024

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Man in a graduation cap and gown
Jeff Cleckner | Feb 20, 2024

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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A brain surrounded by circles representing brain waves
Jeff Cleckner | Feb 13, 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

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Image of an American flag, with a person looking out of them similar to window blinds.
Jeff Cleckner | Feb 6, 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

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