Drew Hodgson
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,...
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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...
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Drew Hodgson
Dec 8, 20224 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
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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...
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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...
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John-Mark Young
Oct 22, 20223 min read
2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED
It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...
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Dustin Burkhart
Oct 12, 20222 min read
SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI
The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....
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Matthew Harris
Oct 6, 20225 min read
INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?
Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...
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Dustin Burkhart
Sep 29, 20226 min read
UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT
Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...
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John-Mark Young
Sep 10, 20224 min read
TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME
Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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Jake Buckwalter
Sep 1, 20223 min read
WHAT ARE TARGET DATE FUNDS?
The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...
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John-Mark Young
Aug 27, 20226 min read
FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?
Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...
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John-Mark Young
Jul 28, 20226 min read
HOW TO BE ONE OF THE HAPPIEST RETIREES
Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...
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Whitaker Myers
Jul 13, 20223 min read
PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS
As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...
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John-Mark Young
Jun 29, 20226 min read
OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS
Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...
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Whitaker Myers
Apr 26, 20224 min read
AMERICAN SAVING RATES BY AGE: BEN & ARTHUR
Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...
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Whitaker Myers
Apr 6, 20223 min read
APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...
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Griffin Lusk
Apr 1, 20225 min read
REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...
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John-Mark Young
Mar 27, 20227 min read
AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%
The year was 2005 and I was purchasing my first home. It was a small modest ranch with three bedrooms, 1 bathroom and an attached one car...
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