Jim Baadshaug - Everest Retirement Planners

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Jim Baadshaug - Everest Retirement Planners Built on a foundation of “wanting to help,” the Everest team wants to be your personal financial Sherpa as you plan your trek to retirement and beyond.

Schedule a phone call with me to get your questions answered free at https://calendly.com/jimbaad

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
11/03/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
11/02/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Ever wonder about those free credit scores you get once a year?
11/01/2026

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
10/31/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
10/30/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.
10/29/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Currency has been around for a long time. Here's a quick history lesson.
10/28/2026

Currency has been around for a long time. Here's a quick history lesson.

What do you need to know when the market experiences volatility?
10/27/2026

What do you need to know when the market experiences volatility?

When the market experiences volatility, it may be a good time to review these common terms.

The truth is a little more complicated with these personal finance idioms.
10/25/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

How much is enough for your emergency fund?
10/24/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

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549 West Main Street
Rockaway, NJ
07866

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