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…
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…
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…
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…
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…
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…
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…
Inflation & Recession: 7 Podcast Episodes You Should Hear
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…
Supporting Your Loved Ones Even After You’re Gone
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 5-Part Blueprint for Retirement
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…
How Much Risk Should You Have in Your Portfolio?
“How much risk should I have in my portfolio?” This might be one of the most asked questions we hear. And honestly it can be a challenging one to answer because the right response varies widely depending on your age, debt, funds saved for retirement, and more. What may be true for one person may…
Ready to Take The Next Step?
For more information about our comprehensive financial planning process, schedule a meeting or register to attend an event.