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We help individuals and families pursue their ideal retirements.

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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When You and Your Spouse Approach Money Differently

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…

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10 Common Retirement Planning Tips

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…

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