Ethan Thompson, Financial Advisor with Rockett Financial

01/01/2026

Wishing you a very happy New Year!

12/09/2025

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

12/03/2025

A recent survey revealed that 58% of all respondents fear they will outlive their savings.

A growing number of younger Americans are grappling with financial strain, with 42% reporting they live paycheck to paycheck.

11/26/2025

May your Thanksgiving holiday be filled with the warmth of family and friends, and bring you a harvest of good things that last throughout the year.

10/03/2025

Autumn is a beautiful reminder that change is a part of life. Between the falling leaves and cozy cups of cocoa, take a moment to reflect on what truly matters and reach out. I can help ensure your loved ones are protected, no matter the season.

09/30/2025

I often find myself discussing the 3 Bucket Strategy with clients when going over finances and I think this may be the reason why.

Many people think about managing their finances in terms of two steps:

1. Keeping some cash on hand for emergencies.
2. If possible, saving and investing for retirement.

Both are important, but the “middle bucket” often gets overlooked because most people are in the mindset of “today’s bills” and “tomorrow’s retirement.”
Here’s one way to think about it:

Bucket 1: Short-term 💵
Emergency fund in a savings or money market account — liquid and ready when you need it.
Bucket 2: Medium-term ⚖️
Funds for bigger goals in the next few years (home projects, education, business opportunities). It can be invested with some flexibility such as CD’s, bonds & stocks, high yield savings accounts.
Bucket 3: Long-term ⏳
Retirement accounts like 401(k)s, IRAs, or pensions — potential tax advantages, but early withdrawals may come with penalties.

Everyone’s situation is unique, and the right balance depends on your individual goals and needs. A financial professional can help you think through how to approach each “bucket” in a way that makes sense for you.

09/23/2025

What are some of the choices that define you?

09/20/2025

What seeds have you planted today?

09/16/2025

What kind of legacy do you want to leave?

09/16/2025

Life is unpredictable—your finances don’t have to be. As part of my practice, I offer a complimentary session where we use New York Life’s proprietary tools and 180 years of experience to create your financial story. We can work together to help you feel confident no matter what the future brings. Together, we’ll uncover opportunities, identify gaps, and prepare for the unexpected—so you can stay on track through it all.