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Resources

Social Security Facts for 2022

Nathan Sadowski | Dec 6, 2021
Categories
Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Nathan Sadowski | Nov 6, 2021
Categories
Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Grandmother and granddaughter knitting together

Retirement as a Single Woman

Nathan Sadowski | Oct 6, 2021
Categories
Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Nathan Sadowski | Sep 6, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Group of young professionals in a meeting. They are in a casual office setting

Money Management 101: Tips for Your Kids Entering the Workforce

Nathan Sadowski | Aug 6, 2021
Categories
Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Nathan Sadowski | Jul 8, 2021
Categories
Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Man sitting at a long table in front of a window. He is looking at his phone.

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

Nathan Sadowski | Jul 8, 2021
Categories
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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Mother and daughter cooking and laughing

Making the Most of Your Tax Return

Nathan Sadowski | Jul 8, 2021
Categories
Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs

The Basics of Keeping a Balanced Investment Portfolio

Nathan Sadowski | Jul 6, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.

Living the Dream: How to Plan for Your Ideal Retirement

Nathan Sadowski | Jun 6, 2021
Categories
Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Woman writing in a paper planner with a pen

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

Nathan Sadowski | May 6, 2021
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Selling Your Home After Retirement: The Benefits of Downsizing

Nathan Sadowski | Apr 6, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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