Retirement Planning 3/6

Opportunity cost: An objective valuation and impact of your decisions

Summit Puri

Mar 44 min read

Opportunity cost: An objective valuation and impact of your decisions

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

Are You Ready to get back on track with your goals?

David Gearhart

Feb 293 min read

Financial Coaching

Are You Ready to get back on track with your goals?

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

Investment strategies: Most common investment vehicles

Summit Puri

Feb 266 min read

Retirement Planning

Investment strategies: Most common investment vehicles

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

New Features Available in 2024 for 529’s and Roth IRA Rollovers

Andrew Young

Feb 262 min read

Retirement Planning

New Features Available in 2024 for 529’s and Roth IRA Rollovers

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

The Wealthy Concept: but make it We(a)llthy!

Summit Puri

Feb 153 min read

Retirement Planning

The Wealthy Concept: but make it We(a)llthy!

How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...

Roth Conversions and if they are a good option for you

Jake Buckwalter

Feb 153 min read

Retirement Planning

Roth Conversions and if they are a good option for you

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Making Up for Lost Time – Funding an IRA for 2023

Nick Allen

Feb 83 min read

Retirement Planning

Making Up for Lost Time – Funding an IRA for 2023

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

Rule 72(t): Withdraw early from your retirement account without a penalty

Clay Reynolds

Feb 13 min read

Retirement Planning

Rule 72(t): Withdraw early from your retirement account without a penalty

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

John-Mark Young

Jan 76 min read

Stock Market Investing

How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

Drew Hodgson

Dec 20, 20233 min read

Financial Coaching

Getting Out of Debt

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

Are you 59 ½ or Older and Still Working?

Kelly Kranstuber

Dec 19, 20234 min read

Retirement Planning

Are you 59 ½ or Older and Still Working?

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

What Should I Consider Before the End of the Year?

David Gearhart

Dec 7, 20233 min read

Retirement Planning

What Should I Consider Before the End of the Year?

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

Planning Ahead – 2024 Retirement Contribution Limit Changes

Andrew Young

Dec 7, 20232 min read

Retirement Planning

Planning Ahead – 2024 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

Jake Buckwalter

Nov 30, 20233 min read

Retirement Planning

What successful retirees do

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

What is Gift Split, should I Gift Split, and when should I Gift Split?

Clay Reynolds

Nov 16, 20233 min read

Retirement Planning

What is Gift Split, should I Gift Split, and when should I Gift Split?

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

All About ESOPs (Employee Stock Ownership Plan)

David Gearhart

Nov 16, 20233 min read

Economy

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Drew Hodgson

Nov 9, 20234 min read

Economy

How to Choose Your Financial Advisor

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Financial Planning & The Bible: Retire to Something - Not from Something

John-Mark Young

Nov 7, 20235 min read

Retirement Planning

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

Commonly Used Investing Terms That All Investors Should Know

Kelly Kranstuber

Nov 2, 20235 min read

Retirement Planning

Commonly Used Investing Terms That All Investors Should Know

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

John-Mark Young

Oct 22, 20237 min read

Financial Coaching

Giving: God, Gospel & Generosity

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

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