Jeffrey Haines of Gateway Financial Partners

09/07/2026

This Labor Day, we celebrate the dedication, hard work, and contributions of workers across our communities.

Wishing everyone a safe, relaxing, and well-deserved holiday!

08/27/2026

College planning can feel overwhelming. Here are three practical steps to stay organized and focused.

https://www.forbes.com/sites/nextavenue/2015/12/09/3-steps-to-relieve-the-stress-of-college-planning/

Forget the idea of the perfect school and remember that college is an investment, and you'll help your student make a sound decision.

08/24/2026

Without a will, the state decides who receives your assets and who becomes guardian of your children. That process may not align with your wishes.

An estate plan helps clarify:
• Who will care for your children
• Who will make decisions if you’re unable
• How your assets will be distributed

You don’t need to be wealthy to create a will—you just need a reason to protect the people who count on you.

08/17/2026

A timeless reminder that your budget should follow your savings goals, not the other way around.

08/14/2026

Couldn’t have asked for a better night at the ballpark! ⚾ Thanks to everyone who came out for our annual Yard Goats event.

08/13/2026

Financial literacy starts at home, and many parents aren’t sure where to begin.

This Forbes article explores practical ways to help children build healthy money habits early in life.

https://www.forbes.com/sites/andrejeanpierre/2025/01/17/invest-in-the-future-teaching-strong-financial-habits-to-children/

The Psychology of Starting Early Children often learn about money "by observing what you do."

08/10/2026

With new routines taking place, why not refresh your budget? A few small changes now can make a big difference in staying on track.

08/05/2026

Are back-to-school costs disrupting your financial plan?

From textbooks and tuition to move-in fees and meal plans, college expenses can add up fast: especially when they all hit at once.

For families funding higher education, this time of year is ideal for reviewing:
• How much is coming from savings vs. monthly cash flow
• Whether 529 or ESA withdrawals are aligned with your strategy
• If recurring costs can be automated or built into your budget

Thinking ahead each semester can help prevent unnecessary financial stress.

07/31/2026

Stepping away from leadership doesn’t mean stepping away from impact.

This Forbes piece highlights how purpose, planning, and identity all play a role in a fulfilling retirement.

https://www.forbes.com/councils/forbesbusinesscouncil/2025/02/28/preparing-leaders-for-the-next-chapter-tips-for-a-fulfilling-retirement/

Understanding these principles can help transform retirement anxiety into peace and ensure owners maintain confidence and control over their financial destinies.

07/30/2026

Every person deserves to live safely, freely, and with dignity.

On World Day Against Trafficking in Persons, we stand with survivors, honor their strength, and recognize the importance of awareness, education, and action in protecting those who are vulnerable.