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Useful Articles

Two men sitting at a table and having a conversation
Eric Vinje | Aug 14, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Eric Vinje | Aug 11, 2023

6 Tennis Tips To Help Make Your Retirement a Grand Slam

Retirement
Investments
Investing
Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in
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Two women meeting in an office space.
Eric Vinje | Aug 10, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Man in a graduation cap and gown
Eric Vinje | Aug 7, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Eric Vinje | Aug 4, 2023

Five Keys to Investing for Retirement

Retirement
Investments
Investing
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following
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Toddler standing at the bottom of a stone staircase
Eric Vinje | Aug 3, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Close up portrait of child giving two thumbs up
Eric Vinje | Jul 31, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Eric Vinje | Jul 28, 2023

What to Know Before You Open Your Next Investment Account

Investments
Investing
Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you
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Woman with graduation cap looking at the sky
Eric Vinje | Jul 27, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
Read More
Two elderly people sitting on a bench looking at the sea
Eric Vinje | Jul 24, 2023

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Eric Vinje | Jul 21, 2023

The Simple Life: 3 Tips for Simplifying Your Financial Life

Finance
If you sometimes feel like your financial life has too many moving parts, you may be looking for ways to get back to the basics—without letting anything slip
Read More
Two people at work high fiving at a desk
Eric Vinje | Jul 20, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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