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Useful Articles

Hand holding a house key
Eric Vinje | Jan 30, 2023

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Man sitting on a park bench and working on a laptop
Eric Vinje | Jan 26, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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man using a laptop
Eric Vinje | Jan 23, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Parent reading a book to their newborn child
Eric Vinje | Jan 19, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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side view of a car
Eric Vinje | Jan 16, 2023

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Eric Vinje | Jan 12, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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colleagues gathered around talking
Eric Vinje | Jan 9, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Man with glasses leaning against a wall
Eric Vinje | Jan 5, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Eric Vinje | Jan 2, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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An exit sign in a modern office building
Eric Vinje | Dec 29, 2022

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Two older businesspeople looking at a tablet screen
Eric Vinje | Dec 26, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Hands holding a small wrapped present
Eric Vinje | Dec 22, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More

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