Nathan Cyr

08/04/2025

Many people build their financial house upside down. Some max out the 401(k), chase the market—but skip savings, skip insurance… skip the foundation.

Your greatest asset? Your ability to earn an income. And it needs to be protected.

Build the base first:
✅ Emergency savings
✅ Your home
✅ Insurance Protection ( Home, Life & Disability)

Remember: Pay yourself first. Aim to save 15% of what you earn. Your future self will thank you.

Let's chat today- how can we build that strong foundation together?

01/22/2025

Let’s discuss ways to reduce your taxable income this year by making contributions to a 401(k), IRA or retirement account. Reach out today.

01/20/2025

Noise in the market may be hard to ignore. Volatility drives emotional investment decisions. A calm, steady, focused approach may be best. Let’s connect and see what’s right for you.

01/16/2025

We’re all feeling the impacts of inflation. With less money to invest, what steps can you take to preserve your lifestyle? Let’s review your current plan to uncover new opportunities. Comment below or reach out directly.

01/14/2025

New Year, New Financial Goals! This year, make your financial health a top priority. Whether it's paying off debt, saving for a big purchase, or planning for retirement, setting clear, actionable goals is the first step to success. Here’s how to get started:

· Define your goals: Write down specific, measurable goals (e.g., save $5,000 by June).

· Create a budget: Track your income and expenses to know where your money goes.

· Start building an emergency fund: Aim for 3-6 months of living expenses in a liquid account.

Remember, achieving your financial goals takes time and discipline, but with a solid plan, it’s all possible. Reach out if you need personalized advice to kick off 2025 the right way!

01/10/2025

As we step into 2025, it's the perfect time to take a hard look at your financial future. Financial planning isn’t just about saving for retirement—it's about creating a roadmap to achieve your financial goals, whatever they may be.

Here’s why financial planning is a must for 2025:

1. Clarity on Goals: A financial plan helps you identify and prioritize your financial objectives, whether it's buying a home, funding your children's education, or traveling the world.

2. Better Money Management: By tracking your spending, budgeting effectively, and optimizing your savings, you gain better control over your finances.

3. Protection from the Unexpected: A solid plan includes insurance, estate planning, and emergency savings—ensuring you're prepared for life’s curveballs.

4. Invest for the Future: Financial planning guides you on how to grow your wealth over time through strategic investing, maximizing your retirement savings, and minimizing taxes.

The new year is the perfect time to get started—because your future deserves a well-laid plan.

Schedule your consultation today and take the first step toward securing your financial future in 2025!

01/08/2025

🚨The Social Security Fairness Act passes. Read how newly enacted legislation will impact Social Security for those who worked in government.

A new law may mean a boost in payments for many workers and their spouses. There could be retroactive benefits from 2024 as well.

11/26/2024

Women generally have more anxiety around saving, and for good reason - women typically live longer, earn less, and are more likely to sacrifice their own financial well-being to support their loved ones. Let’s make sure you’re making the right moves to reach your goals.

11/18/2024

When it comes to what makes people nervous about retirement, outliving their savings sits at the top of the list. Let’s connect and figure out ways to supplement your retirement income.

11/05/2024

Join us on November 20th for a post-election webinar featuring Brian Levitt of Invesco. Brian will share his expert analysis of how the markets tend to react after presidential elections and discuss how the results of the could influence the stock market while debunking common misconceptions. Click here to register:
https://bit.ly/3YT4mhd

09/29/2024

Protection from a down market should be built into your retirement plan from the get-go. Let’s see if certain retirement strategies and tools can help fortify your portfolio.

Don’t let a retreating market derail your retirement plans. This article covers what to do if you plan to retire during a bear market.