The 210 FinancialBLOG


We help individuals and families pursue their ideal retirements.

Charitable Giving & Legacy Planning: Maximize Impact, Reduce Taxes

Do you want to leave a lasting impact on your legacy? You may make a significant difference in your community by donating some or all your estate after your passing. Creating a legacy plan with a focus on philanthropy is a wonderful way to assist those in need. We’re here to help you achieve this…

Read More...

Legacy Planning 101

We all aspire to leave a lasting impact on the world, whether through our work, involvement in charities, or our children. It is important for us to leave behind something meaningful, both physically and emotionally. Therefore, let’s ensure that your legacy is safeguarded and directed toward what matters most to you. What is Legacy Planning?…

Read More...

Leave a Legacy That Matters

What matters most to you is your legacy. Protecting your family and community, even after you are gone, is a legacy worth cherishing. Let’s work together to thoughtfully plan for your family’s and community’s future. Below, we have included some frequently asked questions about legacy planning. What is legacy planning, and how does it differ…

Read More...

May Day! Cultivating Your Emergency Fund

May day! May Day! Are you prepared for a financial emergency? Do you have an emergency fund prepared just in case? Prepare for financial emergencies like a seasoned gardener with 210 Financial’s expert guidance on cultivating your emergency fund, with actionable steps to nurture your financial resilience, ensuring your monetary garden thrives even in the…

Read More...

Step-by-Step Retirement Planning: How to Get Started

The most challenging aspect of any endeavor is often taking that initial leap. It can feel even more daunting when you’re unsure about where to begin. However, don’t let fear prevent you from starting your retirement planning. We’re here to provide simple steps to guide you in this process. April is an excellent time for…

Read More...

Tax Season is Over—Now What?

Here is your post-tax spring financial checklist. We’ll outline some steps to take after filing your taxes to help you start planning for deductions for next year. I know you’ve just finished your taxes, and the last thing you want to do is think about them again. However, by putting things in place and getting…

Read More...

Revive Your Estate Planning

After a long, cold winter in the Midwest, the weather is finally warming up, and the greenery is coming back to life. The change of seasons and the opening of windows are great reminders to look toward the future. Just as spring cleaning rejuvenates our homes, refreshing your estate plan is an essential part of…

Read More...

6 Spring Cleaning Tips for Your Financial House

As the last remnants of winter melt away, the refreshing breeze of spring sweeps in, bringing a season of renewal and growth. And what better way to kickstart this vibrant season than by revitalizing your financial landscape? Say goodbye to winter and hello to a fresh start as we guide you through six essential spring-cleaning…

Read More...

Empowering Women Through Retirement Planning

A study by Bank of America found that while 94% of women believe they will be responsible for their finances at some point, only 48% are confident in their financial management skills, and just 28% feel empowered to act.    Women make up 50% of the population, yet less than half feel confident in their financial…

Read More...

Preparing for Tax Season 2025

Tax season is fast approaching, and while filing your return may feel overwhelming, proper preparation can make all the difference—especially when it comes to your retirement strategy. Smart tax planning isn’t just about meeting deadlines; it’s about making decisions that can impact your financial future. Whether you’re looking to maximize deductions, optimize retirement contributions, or…

Read More...

5 Last Minute Tax-Tips

Tax Day—April 15—is right around the corner! Are you prepared? If not, don’t worry. There’s still time to get organized and make the most of this tax season. In this article, we’ll share practical tips to help you navigate tax season 2025.   1. Contribute to retirement accounts   Traditional IRAs and 401(k)s are tax-deferred, allowing…

Read More...

6 Tax Strategies to Consider this Tax Season

Tax season is here, bringing both challenges and opportunities. The right strategies can help you potentially lower your taxable income, maximize deductions, and make the most of your retirement contributions—ultimately keeping more of your hard-earned money. With smart planning, you can reduce your tax burden and set yourself up for long-term financial success. The best…

Read More...

Ready to Take The Next Step?

For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.

Or give us a call at 309.263.1333