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Useful Articles

Couple walking in a field with the ocean in the background
Eric Vinje | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Young professional women in a meeting
Eric Vinje | Oct 23, 2023

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

Finance

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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Eric Vinje | Oct 20, 2023

A New NBA Season and a Great Time to Review Your Financial Strategy

Finance
Basketball fans are eager for October when the NBA season kicks off. It is a new beginning, a fresh chance for teams to showcase their unique talent and
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Happy elderly couple holding yellow flowers
Eric Vinje | Oct 19, 2023

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Senior couple in a meeting with a financial professional
Eric Vinje | Oct 16, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Eric Vinje | Oct 13, 2023

Why You Should Factor Long-Term Care Into Your Estate Plan

Estate Planning
A solid estate plan should not only provide for your assets after you pass, but also plan for your long-term care while you're alive. With the median cost of a
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Set of keys beside miniature house
Eric Vinje | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Eric Vinje | Oct 9, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Eric Vinje | Oct 6, 2023

Protect Yourself Against Home Fires

Insurance
Though numbers have been steadily decreasing since the 1970s, there are still over 300,000 reported home fires per year in the US. On average, fire departments
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Man sitting at a long table in front of a window. He is looking at his phone.
Eric Vinje | Oct 5, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Woman writing in a paper planner with a pen
Eric Vinje | Oct 2, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Eric Vinje | Sep 29, 2023

4 Unique Opportunities for Women Business Owners

Investments
The National Women's Business Council estimates that there are more than 13 million women-owned businesses in the U.S., generating nearly $2 trillion in annual
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