Lori Helland, CFP

05/29/2026

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. Reach out to start building a plan that supports both your financial and emotional well-being.

05/27/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

05/25/2026

Millionaires aren’t all born with silver spoons. A lot of them just follow smart habits — and you can too. Let’s create a strategy that aligns with your financial vision.

05/21/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

05/15/2026

Stock rallies often occur in brief bursts and missing just a few key days can lead to significant losses. Are you staying invested? Let’s talk about how you may get the most return on your investments.

05/13/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

05/11/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

05/09/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/07/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to me to talk about how I can personalize a strategy just for you.

05/05/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.