Christopher Cohen, Financial Plan Specialist and Financial Consultant

10/22/2026

Financial advice is everywhere, especially online. But advice that works for one person may not make sense for another. Before acting on financial information you see online, consider who is providing it, whether it applies to your situation and what risks may be involved. A CFP® professional is a competent, ethical advisor who will help you determine what is best for YOU.

10/22/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

10/20/2026

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

10/18/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

10/16/2026

🎂 Japan just crossed a milestone: for the first time, more than 100,000 people there are age 100 or older.

According to the country's Health and Welfare Ministry, Japan now counts 107,677 centenarians, up nearly 8,000 from the year before. Almost 88 percent are women. The country's oldest resident, Kyoto's Fuyo Kishimoto, recently turned 114.

🎌 Officials point to progress in medical care, along with healthier lifestyles and diet, as part of what's driving the trend. And Japan isn't alone; life expectancies have been rising in many countries over the past several decades.

It's a good reminder of how many more years many of us may be around for, and why that's worth factoring into conversations about the road ahead, from healthcare to how a longer stretch of years gets supported financially.

That's exactly the kind of long-term thinking we like to talk through together.


Source:

The number of people aged 100 or older in Japan has surpassed a record 100,000 this year. The latest figures from Japan's government underscore the country’s rapid aging and population decrease.

10/15/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

10/15/2026

Seen financial advice online that sounds too good to be true? Take a closer look. Before acting, consider who is giving the advice, whether it applies to your situation and what risks may be involved. Talk to a CFP® professional to learn what is best for YOU!

10/13/2026

When you choose to take Social Security might impact your retirement income. Find out how.

One of the most common questions people ask about Social Security is when they should start taking benefits.

10/11/2026

Childhood attitudes and habits can determine your child's health in his or her adult years.

Healthy habits are one of the greatest gifts to give your child.

10/09/2026

🌴 More Americans are deciding that enjoying life now matters just as much as making financial progress for later.

A recent SoFi survey found that 72% of Americans would be willing to make slower progress toward their financial goals so they can spend more time with family, travel more, and prioritize meaningful experiences.

That doesn’t necessarily mean abandoning long-term goals. In fact, 59% of respondents said enjoying life is how they define financial progress, compared with 27% who pointed to owning a home.

The challenge is finding a balance between what matters now and what matters later. ✈️ That can mean making room for a vacation, concert, or family event while still keeping an eye on retirement savings and debt.

But charge that trip to a credit card and carry a balance, and interest can turn a two-week memory into a much longer bill.

What does financial progress look like to you: reaching the next milestone, enjoying more of life now, or some mix of both?


Source:

SoFi found 72% of Americans are willing to make slower progress on financial goals to prioritize family, travel and meaningful experiences.