Journey Financial Partners

06/24/2026

Thinking about retirement? You're not alone—and the numbers might give you something to think about.

From how much people rely on Social Security to what retirees actually spend, these stats highlight why it’s important to look at the full picture. It’s not about having every answer—it’s about starting a conversation that helps you feel more confident about what’s ahead.

06/22/2026

Life changes—and your financial plan may need to change with it.
Whether you're getting married, welcoming a child, buying/selling a home, changing jobs, or receiving an inheritance, major life events can have a significant impact on your financial future.

That's why it's important to keep your financial advisor in the loop. A quick conversation today can help keep your plan aligned with your goals for tomorrow. 🌟

It’s never a bad time to speak with your financial professional about changes in your situation.

06/21/2026

Happy Father’s Day to all the dads, grandfathers, and father figures who work hard every day to support and care for their families!💙 Wishing you a relaxing day filled with love.

06/19/2026

Please note we will be closed today in observance of the Juneteenth Holiday and to align with market closures. As we recognize this important day in our nation’s history, we encourage everyone to take a moment to reflect on the significance of freedom, equality, and opportunity.

Happy Juneteenth! 💚💛❤️

06/14/2026

Celebrating Flag Day today! It's a day to honor the stars and stripes and everything they represent: unity, history, and national pride. Let's commemorate this day with respect and gratitude for our beautiful flag.

06/12/2026

☀️📚 Summer vibes with a twist of finance! What's on your money reading list? 📖 Whether you're an armchair sociologist or a budding historian, find the perfect beach books for the summer. Dive into wealth history, timeless tactics, strategic thinking, and epic trades. Turn some pages and level up your financial reading!

06/10/2026

🚨 A quick reminder: if something seems too good to be true—or creates a sense of urgency—it could be a scam.

The FTC is reporting an increase in phishing scams designed to trick people into sharing passwords, account information, and other personal details. Staying informed is one of the best ways to protect yourself and your finances.

It’s graduation and summer party season.

06/08/2026

Progress isn't built in a day—it's built with every step you take.

Whether you're paying down debt, building your savings, investing for retirement, or working toward another financial goal, remember that every small action matters. Consistent progress over time can lead to meaningful results.

Keep moving forward, one step at a time.

06/04/2026

As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? 🎓

Many families are surprised to learn that a 529 plan can offer more flexibility than they expected. Depending on the situation, funds may be used for other qualified education expenses, or even rolled into a Roth IRA if certain requirements are met. Learn more:

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.