Jordan D. Ellerbe

Jordan D. Ellerbe

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Help Make Your Retirement Assets More Valuable 01/30/2026

Discover a way to help make your retirement assets more valuable with the IRA Maximization strategy

Help Make Your Retirement Assets More Valuable Advanced Planning Strategies Explained

Jordan D. Ellerbe, CFP® 01/28/2026

Human nature, biases and assumptions can make it challenging to prepare for retirement. Keep reading to learn more.

Jordan D. Ellerbe, CFP® Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

3 tips for working moms to help ease the juggle 01/26/2026

If you think that achieving a healthy work-life balance is a luxury, think again — it’s a necessity for overall well-being

3 tips for working moms to help ease the juggle For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

The Cost of Procrastination 01/23/2026

The sooner you begin investing, the longer your money can work for you.

The Cost of Procrastination Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Volunteering in Retirement 01/21/2026

Thinking of volunteering in retirement? Some considerations.

Volunteering in Retirement For many, retirement includes contributing their time and talents to an organization in need.

Managing the Risk of Outliving Your Money 01/19/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.

Tips for managing money you earned on social media 01/16/2026

Whether you’re a casual content creator or starting to turn your side hustle into something more, making money on social media can be exciting. But if you treat every check like it’s a jackpot, it won’t last. Here are tips for managing your social me

Tips for managing money you earned on social media Learn ways to protect and grow the money you’ve made on social media

4 Steps to Protecting a Child with Disabilities 01/12/2026

Children with special needs may need ongoing help after their parents are gone.

4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Cash Stuffing 01/09/2026

Spend any time here on social media and you’ve probably seen posts on “cash stuffing.” This short article explains the phenomenon. Don’t want to deal with envelopes of cash? We have lots of ways to help you save. Cash stuffing: Saving goes old school

Cash Stuffing Using old school savings method of saving cash in envelopes, called Cash Stuffing

What You Should Do About Insurance Following a Divorce 01/07/2026

Facing divorce? Don't overlook changes to your insurance coverage.

What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked.

Gen Xers: 5 ways to prepare for retirement today 01/05/2026

More than half of Gen Xers say they’re not on track to save enough to maintain the lifestyle they want in retirement. Here are five things you can start doing today that may help you feel more on track with your retirement planning

Gen Xers: 5 ways to prepare for retirement today Planning for retirement can be daunting, especially for Gen Xers. Starting with these five tips is a great first step

How Compound Interest Works 01/02/2026

Compound interest can dramatically impact the future growth of your assets. Learn more.

How Compound Interest Works Use this calculator to better see the potential impact of compound interest on an asset.

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