Saubel Financial Group

10/09/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

10/08/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/06/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

10/05/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

10/02/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

10/01/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

09/30/2026

Sometimes you have to leave the office behind and go live the life you’re planning for. 🚗💨 we appreciate our clients letting us have the time away and having a moment to breathe!

Hit the road 2 weeks ago and headed straight for the mountains — the same peaks that inspired the Saubel Financial Group brand. There’s something about standing at the base of a mountain that puts everything into perspective. The climb is never a straight line. There are switchbacks, steep grades, and moments where the summit feels far away.

Sound familiar?

That’s exactly why we do what we do. We help our clients navigate every twist and turn on the road to financial freedom — so when they finally reach the top, the view is worth it.

Whether your mountain is retirement, a business exit, a legacy for your family, or simply peace of mind — we’re in the car with you for the whole trip. 🏔️✨

Here’s to the journey. Here’s to the summit.

09/29/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

09/28/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.