Drew Hodgson
GETTING THE MOST FROM YOUR SMARTPHONE
The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...
top of page
Whitaker Myers
Jan 12, 20233 min read
IT’S WORTH IT WHEN OLD HABITS DIE
Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...
32
Lindsey Curry
Dec 29, 20223 min read
NEW YEAR, NEW YOU, NEW FINANCIAL HABITS
New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...
33
Ryan Hoovler
Dec 29, 20223 min read
HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS
The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...
36
Drew Hodgson
Dec 22, 20223 min read
ORGANIZING YOUR FINANCES IN 2023
New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...
36
Nick Allen
Dec 22, 20223 min read
WHERE TO FOCUS YOUR RETIREMENT PLANNING
Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...
40
Lindsey Curry
Dec 15, 20223 min read
THE IMPORTANCE OF A YEAREND RECAP
A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...
34
Matthew Harris
Dec 15, 20225 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
41
Nick Allen
Dec 8, 20223 min read
STARTING A SMALL BUSINESS
With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...
36
Kelly Kranstuber
Dec 6, 20224 min read
ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE
What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...
34
Nick Allen
Nov 30, 20223 min read
SHOULD I BUY OR RENT?
The Decision to Buy or Rent: There comes a time in life when we all move out of our parent’s house – whether it’s leaving for college,...
37
John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
36
Nick Allen
Nov 25, 20223 min read
2023 RETIREMENT CONTRIBUTION BEST PRACTICES
The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...
33
Drew Hodgson
Nov 24, 20224 min read
3 MISTAKES PEOPLE AGES 22-30 MAKE WHEN IT COMES TO SAVING & INVESTING
Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...
34
Andrew Young
Nov 23, 20223 min read
HIGH YIELD SAVINGS ACCOUNTS & MONEY MARKETS – FREE MONEY
One thing I’ve been talking about with clients more this year, especially as the year has progressed and interest rates have increased,...
65
Jake Buckwalter
Nov 23, 20223 min read
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
36
Nick Allen
Nov 17, 20223 min read
STAYING ON BUDGET THIS CHRISTMAS
With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....
34
Lindsey Curry
Nov 17, 20224 min read
UNIQUE GIFTING IDEAS WITH GIFT CARDS – BOTH TO GIVE AND RECEIVE!
Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...
39
Drew Hodgson
Nov 10, 20223 min read
MIDTERM MENTALITY
Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...
35
Lindsey Curry
Nov 10, 20224 min read
THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY, PART II – THE MEAL PLAN
The importance of meal planning As important as an exercise program is, the same importance is placed on meal planning, both if you’re...
44
bottom of page