Journey Financial Partners

06/01/2026

June is National Homeownership Month—a time to recognize what homeownership means to millions of Americans.

It's more than a roof and four walls. For many families, it's where milestones happen. First steps, first dinners around your own table, the feeling of pulling into a driveway that's yours.

According to a 2025 Coldwell Banker survey, 85% of Americans still consider owning a home a key part of the American Dream.

That says something.

Whether you've owned for decades or you're still working toward it, this month is about honoring that aspiration and the meaning behind it. 🏡



Sources:
ColdwellBanker.com, November 10, 2025
Realtor.com, December 29, 2025

06/01/2026

💜 How cute is this?! Great life advice from adorable kindergarteners. Congratulations class of 2026! 🎓✨

05/29/2026

A well-built financial plan is designed with ups and downs in mind. When markets react and headlines create fear, it can be hard to tune out the noise. That's why it’s important to stay grounded, revisit your goals, and work closely with your financial professional before making major financial decisions.

Discipline and perspective can often be more powerful than emotion when it comes to long-term financial success. 🌟 Check out this quick video on the topic of behavioral finance and why it matters:

An amusing and whimsical look at behavioral finance best practices for investors.

05/29/2026

Happy 529 College Education Day!

05/26/2026

As a small business owner, you work hard to build your business — but are you also building a retirement strategy for yourself and your employees?

Explore retirement plan options available for small businesses, each with different benefits and flexibility depending on your goals and company size. Check out this helpful guide on our website:

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

05/26/2026

Scammers are constantly finding new ways to target people, which is why staying informed is so important. ⚠️ This article from the FTC highlights some of the current scams circulating and tips to help protect yourself and your loved ones.

Scammers impersonating the government — including the Federal Trade Commission (FTC) — is nothing new. But here’s a twist: scammers are now calling themselves FTC “agents” and supplying fake badge numbers and ID cards to try to convince you they are who they say they are. (…They’re not...

05/21/2026

Our office will be closed on Monday, May 25th to observe the Memorial Day holiday and to align with market closures. We will resume normal business hours on Tuesday, May 26th.

We hope you have a safe and meaningful weekend as we honor those who’ve made the ultimate sacrifice to protect our freedom. 🇺🇸

05/20/2026

Investing in yourself matters — whether that means building healthy financial habits, creating a plan for your future, continuing your education, or simply taking time to focus on your goals.

Small steps today can create confidence and opportunity for tomorrow. Your future self will thank you. 💜

05/19/2026

Keeping your financial plan current doesn’t have to feel overwhelming. Small check-ins throughout the year can help you stay organized, prepared, and focused on your long-term goals. ✔️

Take a look at this checklist to help keep your budget and financial goals on track!

Use this handy calendar to remember the year’s most important financial dates.

05/18/2026

Watch this video to learn some cybersecurity basics and learn how to put them into practice in your small business.Transcript: Cyber criminals attack compani...