Bill Romeo - Everest Retirement Planners

08/31/2026

College planning doesn't have to start with a big contribution. Starting early and staying consistent can make a difference over time.

08/27/2026

Not sure how to evaluate life insurance? Join us for an upcoming educational webinar where we'll break down the different types of coverage and key considerations to help you make more informed decisions.

08/25/2026

One of the best gifts you can give your kids is financial confidence. Teach them how to budget, save, and use credit wisely before they leave for college.

08/20/2026

One of the biggest mistakes new graduates can make is increasing their lifestyle too quickly.

The first paycheck arrives, and suddenly there's pressure to upgrade the car, the apartment, or the spending habits. But if student loans are part of the picture, having a strategy to manage that debt early can make a meaningful difference over time.

Living below your means isn't always exciting, but it can create flexibility and opportunities down the road. Sometimes the smartest financial move isn't upgrading your lifestyle—it's strengthening your foundation.

What's the best financial habit someone can develop in their first few years after college?

08/19/2026

A 529 plan can be a great college savings tool—but it's not the only option.

The key is finding a strategy that fits your family's goals.

08/13/2026

Before your child heads to college, don't just talk about classes and dorms. Talk about money, budgeting, and credit cards too.

08/11/2026

Vacation is over. What does your financial picture look like now?

August is one of my favorite times to do a financial check-in. With summer travel and seasonal spending starting to get behind you, it's a great opportunity to revisit your budget and see where you stand on the goals you set earlier this year.

Are you on track with your 401(k) contributions? Your HSA contributions? Other savings goals?

The sooner you review things, the more time you'll have to make adjustments before year-end.

Don't wait until December to discover you're behind!

08/09/2026

Before you revisit your finances, take a look at your legacy plan.

Summer often means more time with family. You see kids growing up, parents aging, and life continuing to change.

That's why this time of year can be a great opportunity to ask:
- Do I have legacy planning documents in place?
- Are my wishes still reflected accurately?
- Has anything changed in my family that should prompt a review?

Financial planning is important, but so is making sure the people and priorities you care about are protected. Sometimes the biggest planning opportunities aren't about investments—they're about preparation.

When was the last time you reviewed your legacy planning documents?

08/07/2026

You don't need to know exactly how much college will cost to start planning. The most important step is simply getting started.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....