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…

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…

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…

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…

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…

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…

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…

Do you and your spouse have different natural approaches to spending, investments, and money in general? It’s not uncommon for couples to point to money as one of the largest causes of disagreements in their relationships. According to a recent survey by Bread Financial, 64% of couples say they are financially incompatible with their significant…

Here at 210 Financial, we talk a lot about the importance of making a plan for retirement. You might even say making a plan is our #1 piece of advice! While that is still the best piece of advice we can offer, let’s dive a little deeper into the specifics of certain aspects of your…

Inflation and recession are probably a couple words you’ve heard more times than you can count in the last few years. With feelings of uncertainty in the market and what the future will look like, it’s important to know how to respond with how you’re approaching your investments. We’ve covered inflation, recession, and the potential…

September is Life Insurance Awareness Month. This month is such a great opportunity to be reminded of the important role life insurance plays in protecting your loved ones, and as a part of your financial plan overall. Life insurance can feel like a tricky subject to navigate, but it is always worth considering to ensure…

A good retirement plan is like having a well-thought-out blueprint for building a house. When you have a solid plan, you can know that your house will weather most any storm. You would likely never dream of trying to build a house from scratch without a detailed plan of how all the pieces were going…