Mediate Financial Blog

We help individuals and families work toward achieving their ideal retirements.

Status Update: Young Adults in America

Status Update: Young Adults in America   Over the past 20 years, America’s young adults have experienced significant unemployment, massive student debt, extreme weather events, a global pandemic, a contentious political environment and dramatic socio-economic turmoil. Not that these things…

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Young People: Who Said You Have To Be Wealthy To Invest?

Young People: Who Said You Have To Be Wealthy To Invest?  Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and a global pandemic. But now they’re witnessing an unprecedented job…

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What is Downtime?

What is Downtime? In the business of financial planning, you get the privilege to meet a lot of amazing people, whether it be employees in your own office or fellow professionals. But the most amazing people we come across in our…

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Downtime: What a Fun-Gi!

What a Fun-Gi! Our client George is a simple man who does honest work. Truthfully, maintaining a farm is as honest work as it gets, not quite for the faint of heart. And yet, George has been farming since he…

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Downtime: Free As A Bird

Free as a Bird The stress and pressures from the world today have left so many looking for an escape from reality–no matter how brief or small. This such case can be gleefully applied to one of our longest clients,…

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Downtime: Wanda The Wonderful

Wanda The Wonderful This past year, our dear client and friend, Wanda, was recently nominated for the \”Hometown Hero\” award for her Comfort of Hope program. This program provides birthday gifts for current and former foster youth across the area….

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