How Is Technology Redefining Retirement Planning?

Today we will unpack the toolbox of technology that’s promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.

Unlocking Your Financial Potential: The Benefits of Tax Planning Year-Round

Practice year-round tax planning to unlock your financial potential with the power of proactive strategies.

When it comes to managing your finances, one of the most powerful tools at your disposal is proactive tax planning. While you might associate tax planning with the approach of tax season, the truth is that year-round tax planning can be a game-changer for your financial well-being. In this article, we’ll explore the benefits of […]

How One Overlooked Issue Can Sink Your Retirement

Imagine your retirement plan as a ship sailing toward a horizon of rest and relaxation. But what if one leak could sink it all? In today’s episode, we spotlight some of the single oversights that could send your dreams to the bottom.

Fall in Love with Finance: Tips to Help You Choose the Best Financial Planner for You

Discover key tips to choose the best financial advisor for your goals and secure your financial future with confidence.

Selecting the right partner to help manage your finances and plan for the future is a crucial decision. This choice can significantly impact your financial well-being and shape a significant aspect of your future. Whether your goals involve securing a comfortable retirement, growing your wealth, or effectively managing your financial obligations, finding a trustworthy and […]

Start 2024 Off Right – Set Good Financial Goals – Mike Kojonen featured on Alpha News

https://hugh.cdn.rumble.cloud/video/s8/2/-/o/o/l/-oolp.caa.mp4 Before you can get where you want to go, you need to know where you are! Almost half of all Americans plan to make finance-related New Year’s resolutions in 2024, according to a recent study from WalletHub. That’s 36% more than planned to make resolutions in 2023. And the good news: more than half […]

Using S.M.A.R.T. Goals to Plan and Execute Your New Year’s Financial Goals

S.M.A.R.T. goals are a helpful way for you to set and achieve your new year’s financial goals this year.

It’s the time of year when many of us are thinking about our plans for the near future — especially our New Year’s financial goals. For some, that creates a feeling of pressure, especially if you struggle to specify those goals. One of the biggest issues in doing so is not having a context or […]

10 Savvy Financial Habits to Adopt in the New Year

Try incorporating these ten financial habits into your daily life this year and watch your finances flourish.

As the calendar turns over to a new year, it’s the perfect opportunity to assess our financial habits and make positive changes that can set us on a path toward a stronger financial future. Adopting healthy financial habits can not only improve our current financial situation but also provide us with greater stability and peace […]

Year-End Financial Planning: Steps to Start the New Year on a Strong Foundation

Use these year-end financial planning tips to start the new year on a strong financial foundation.

As the year draws to a close, it’s an opportune time to reflect on your financial journey and set the stage for a successful year ahead. Year-end financial planning is a vital practice that allows you to take stock of your financial health, make necessary adjustments, and set meaningful goals for the coming year. In […]

Charitable Giving Strategies: Maximize Your Impact and Enjoy Financial Advantages

Using the right charitable giving strategies can help you maximize your impact and enjoy personal benefits, too.

Charitable giving can be a cornerstone of a fulfilling financial journey, allowing you to make a positive impact on the causes you care about while potentially enjoying valuable financial advantages. Even if you give altruistically – never expecting anything in return – it’s important to understand any financial benefits available to you, if only because […]

Cultivating Prosperity: Embracing an Abundance Mindset for Greater Financial Success

Embracing an abundance mindset can help you cultivate prosperity and find more financial success.

The road to financial success is paved not only with strategic planning and prudent decisions but also with a money mindset that empowers and uplifts you. Embracing an abundance mindset, for example, can be a transformative approach to achieving greater financial prosperity. It’s about shifting your focus from scarcity and limitations to a mindset of […]

Secure Tomorrow, Today.

Schedule Your Complimentary Financial Review!

We’ll guide you through a personalized financial plan, ensuring you’re comfortable and confident in your choices.

Skip to content