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Blog

Ashton Pankonin | Oct 31, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management

Inflation has been the boogeyman of the economy for months.

Sticky prices. Rising gas costs. A looming rate hike.

The latest report provided useful data for

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Ashton Pankonin | Oct 14, 2025

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

Rethinking Retirement: Why True Wealth Is More Than Money

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with

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Ashton Pankonin | Sep 11, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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Ashton Pankonin | Aug 18, 2025

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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Ashton Pankonin | Aug 15, 2025

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Ashton Pankonin | Aug 14, 2025

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Ashton Pankonin | Aug 13, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Ashton Pankonin | Aug 12, 2025

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Ashton Pankonin | Aug 11, 2025

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Ashton Pankonin | Aug 8, 2025

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Ashton Pankonin | Aug 7, 2025

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Ashton Pankonin | Aug 6, 2025

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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