Lindsey Curry
No Spend Week – can you do it?
January. The first month of the year. For many, this means new diets and weight loss goals, new habits to form (or break), and ways to...
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Drew Hodgson
Dec 20, 20233 min read
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...
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Nick Allen
Dec 19, 20233 min read
Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
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Kelly Kranstuber
Dec 19, 20234 min read
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,...
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Logan Doup
Dec 19, 20233 min read
What is Opportunity Cost?
Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...
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John-Mark Young
Dec 9, 20234 min read
Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
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Lindsey Curry
Dec 9, 20235 min read
How to Stay Ahead of the Game: College Planning Update for December 2023
If a student is accepted by their first-choice college and that college uses the College Board's CSS Profile, a financial aid offer will...
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David Gearhart
Dec 7, 20233 min read
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...
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Andrew Young
Dec 7, 20232 min read
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...
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David Gearhart
Nov 30, 20233 min read
Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
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Jake Buckwalter
Nov 30, 20233 min read
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...
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John-Mark Young
Nov 21, 20235 min read
Why Investors Can Be Thankful After a Volatile Year
Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...
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Clay Reynolds
Nov 16, 20233 min read
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,...
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David Gearhart
Nov 16, 20233 min read
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...
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Stephen Armstrong
Nov 16, 20232 min read
What Is A Brokerage Account?
A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...
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Lindsey Curry
Nov 11, 20232 min read
College Planning Monthly Update: November 2023
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...
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Drew Hodgson
Nov 9, 20234 min read
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...
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Lindsey Curry
Nov 9, 20233 min read
It’s the most wonderful time of year – Christmas and Holiday Prepping Season!
With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...
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John-Mark Young
Nov 7, 20235 min read
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...
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Matthew Harris
Nov 2, 20237 min read
The best cost-saving tips to experience an in-person sporting event
Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...
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