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We help individuals and families pursue their ideal retirements.

Retirement is THE Ultimate Bucket List Item

Imagine retirement not as an endpoint but as the ultimate beginning—a chance to fulfill your bucket list dreams. Standford Health states that a bucket list, “Is a sign of hope and future orientation.” At 210 Financial, we believe retirement is your opportunity to live life to the fullest, and we’re here to guide you on…

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Don’t be a Beach Bum Start Budgeting for Retirement Now!

Summer is here, bringing fun in the sun, so don’t be a beach bum and start planning for a sunny retirement. Saving for retirement can be daunting, but with the right plan, you may become more informed about retirement instead of a beach bum. Here are 210 Finacial’s four helpful tips to help you bask…

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Sunshine and Savings: How Stocks & Bonds Can Brighten Your Finances

Saving money for retirement is just the beginning. Investing to make your money grow is the key to a brighter future. At 210 Financial we believe that a well-balanced investment portfolio can help you achieve just that. As you enjoy the sunny days, let’s explore how these investments can brighten your financial future. Investing 101:…

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4 Steps to Learn Financial Accountability

Step right up and join the adventure of learning financial accountability! Accountability is your superhero cape in the financial world, turning dreams into reality. Your finances aren’t just numbers; they’re the fuel for your dreams. Whether it’s traveling, buying a home, or living worry-free. So, let’s dive in and start living the life you deserve!…

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Financial Fitness: Flexing Your Financial Freedom

Retirement for some seems like a distant finish line, but for others, it’s fast approaching, so it’s never too early to start training. 210 Financial is here to help you design a retirement plan tailored to your goals and lifestyle so you can retire in style and live your best life. 1. Setting Clear Goals:…

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6 Financial Tips to Kickoff 2024

The new year is the perfect time to set goals, review progress, and plan for any major changes in the coming year. It’s valuable to do a financial review at least once a year, and there is no better time than the beginning of a new year! Whether you already have some of the basics…

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An IT Professional on How to Stay Safe Online, Avoid Scams, & Keep Information Secure – Season 2, Ep. 3

Have you ever received a confusing text letting you know that a USPS package couldn’t be delivered? Or maybe you got an email plea requesting you send money to a stranded friend? Scams to access your computer, bank information, or credit cards increase around the holidays, and keeping your information secure in a digital age…

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Your Resource Roundup for Tax Season: 5 Podcasts & Articles to Help You Get Ready

Did you know that nearly a third of all Americans wait until the last minute to file their taxes?[1] One of the reasons this may be the case is because it can be a complicated topic. Not to mention, if you have special circumstances that impact your taxes or are in retirement, it can feel…

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The “Plan Your Retirement” Date: 20 Questions to Ask Your Spouse About Money

Have you and your significant other discussed finances in detail? Set a budget? Or started planning for retirement? Finances are actually among the top three areas where a couple is likely to have deep conflict, but it doesn’t have to be that way! How you and your significant other handle money, saving, spending, and investments…

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The Current and Future States of the American Economy (w/ David Walker) – Season 2, Ep. 2

We have the incredible honor of being joined by David Walker, former Comptroller General of the United States and someone who was the CEO of the U.S. Government Accountability Office (GAO) from 1998 to 2008. Needless to say, he has a lot of insight into where the country is headed and how that could affect…

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Year-End Financial Planning: Giving, Taxes, & Long-Term Planning – Season 2, Ep. 1

Your Retirement Blueprint Podcast is back for Season 2! We have so many exciting things planned for this season of the podcast, including some incredible guests that we’re eager to introduce you to. As we approach the end of the year, this is a time when many of us revisit our goals, look over where…

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Will Social Security Be There For Me?

Do you ever feel concerned about the future of Social Security? In today’s article, we have an adapted excerpt from 210 Retirement Blueprint: Finding Your 210 Life, a new book by our very own Phil Cooper, to address that concern. Grab your copy for more on this topic and much more!   “Will Social Security…

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