7 Mistakes to Avoid if You're in Debt

In order to climb out of debt and get yourself to a more financially secure and stable future, it’s important to avoid common mistakes that can derail and postpone your progress. The decision to get out of debt can seem overwhelming and confusing, ...

Steps to Take When Financially Securing Your Retirement

If you’re planning on retiring within the next ten years, you likely have a mix of emotions from relief and excitement to apprehension and worry about whether you’ll be financially ready when the time comes. Fortunately, there are some retirement ...

Is it Worth it to Start Investing Your Money After Age 50?

While it is always smart to start investing as early as possible, there are still plenty of advantages to investing at any point leading up to retirement. Retirement income planning can be stressful, especially if you have turned 50 and don’t think ...

How to Create a Budget You Can Follow

A budget is one of the most important financial tools you need. Whether you are just starting out, getting ready to purchase a home, getting ready for retirement, or anywhere in between, having a budget is your key to financial success. However, ...

Jeff Mohlman Certified as a CDFA®

Jeff Mohlman has been certified as a Certified Divorce Financial Analyst Professional. This certification will allow Jeff to work with clients, alongside their attorneys, on their financial planning during the divorce process. While the attorney ...

Financial Mistakes to Avoid When You’re Close to Retirement

As you approach the retirement years, you may start to question how prepared you really are. Do you know how much retirement income you will need? Are you on the right track? Do you understand your 401(k), IRA, and other retirement accounts? Do you ...

How Debt Really Affects Your Future Financial Health

Saving for retirement is an important financial goal. Creating – and sticking to – a budget is a smart financial plan. But debt is the enemy that can derail your goals. When it comes to financial health, paying off debt is the smartest thing you can ...

Ten Year Countdown: Financial Planning for Retirement

When retirement is a decade or less away, it’s common to have a little anxiety about if you’ve done enough. You have had a good career, you’ve been saving, but what you really want to know is: Am I really financially ready? If you are ten years ...
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