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Financial Spring Cleaning: 8 Ways To Refresh Your Finances
Refreshing your financial habits can reduce stress, provide structure, and uncover new opportunities to save money and time. It's a smart way to prepare for the busy summer months and beyond.
Erik Gruber
May 205 min read


Planning for the Future: Essential Steps to Secure Your Retirement
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common. Many people today believe they’ll need at least $1.5 million saved to retire comfortably. But is that number right for you? The real “magic number” varies widely depending on your current savings, future goals, and lifestyle plans.
Erik Gruber
Jan 35 min read


5 Damaging Myths About Money Talks & the Facts Behind Them
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.
Erik Gruber
Nov 1, 20244 min read


How to Reprogram & Improve Your Money Mindset
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.
Erik Gruber
Oct 1, 20244 min read


Money Management 101: Tips for Your Kids Entering the Workforce
When we’re young, we have so many lessons to learn—one of the most important being how to manage our money.
Erik Gruber
Jun 30, 20244 min read


Divorce and Retirement: Here’s What You Need to Know
Divorce is never an easy experience, whether you’ve been married for decades or just a few years.
Erik Gruber
Apr 14, 20243 min read


Retirement nearing? Do these 5 things first.
Romantic ideas of retirement don’t become a reality all by themselves. They’re also not usually sustainable without a solid foundation and a well-thought-out plan.
Erik Gruber
Mar 24, 20243 min read


Bad Money Habits: How They Vary by Generation & How to Break Them for Good
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do better.
Erik Gruber
Jan 22, 20245 min read


Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our judgment and make us impulsive, even trigger-happy.
Erik Gruber
Nov 20, 20234 min read


Financial Planning Basics: Creating and Maintaining a Budget
Whether you’re earning a six-figure salary or just out of college, many people feel budgeting is essential.
Erik Gruber
Sep 17, 20232 min read
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