Kelly Kranstuber
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...
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John-Mark Young
Oct 22, 20237 min read
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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David Gearhart
Oct 19, 20232 min read
Bank Money Market Account vs Brokerage Money Market Funds
The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...
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Lindsey Curry
Oct 19, 20235 min read
Breakfast on the go
Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...
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John-Mark Young
Oct 11, 20237 min read
Israel War & My Portfolio: Pray, Give & Stay Disciplined
We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...
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John-Mark Young
Oct 4, 20236 min read
The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families
By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...
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Clay Reynolds
Oct 2, 20232 min read
Time in the Market vs. Timing the Market
Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...
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Kage Rush
Oct 2, 20232 min read
End-of-year items that will prepare you for filing your 2023 taxes
As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...
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John-Mark Young
Sep 26, 20236 min read
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...
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Lindsey Curry
Sep 25, 20235 min read
Monthly College Planning Update: September 2023
There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...
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John-Mark Young
Sep 25, 20236 min read
The Market Based Argument for Dave Ramsey's Four Categories
For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...
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John-Mark Young
Sep 24, 20234 min read
Higher Oil Prices & US Energy Dominance
Probably one of the toughest parts of President Biden's re-election run will be the unrealistic sect of his party that believes the world...
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Matthew Harris
Sep 20, 20235 min read
Long-Term Care: Do you have a plan?
Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...
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Jake Buckwalter
Sep 20, 20232 min read
What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...
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Drew Hodgson
Sep 14, 20234 min read
Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...
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Stephen Armstrong
Sep 14, 20233 min read
What is an Emergency Fund, and Why Do I Need One?
An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...
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John-Mark Young
Sep 2, 20236 min read
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
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John-Mark Young
Sep 2, 20236 min read
Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...
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John-Mark Young
Sep 2, 20236 min read
Personal Savings, Record Credit Card Debt & Their Effect on the Economy
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...
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Kelly Kranstuber
Aug 31, 20233 min read
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
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