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DON’T LET YOUR HEATING BILL SURPRISE YOU
Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.
Beth Anne Allen
Mar 3, 20233 min read
115


CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...
John-Mark Young
Feb 15, 20236 min read
170


FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB
In this article, we will share some suggestions on how to increase your income.
Matthew Harris
Feb 11, 20236 min read
174


HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH
The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...
Drew Hodgson
Feb 11, 20233 min read
181


HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.
Nick Allen
Feb 1, 20232 min read
203


WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT
With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.
Jake Buckwalter
Jan 27, 20232 min read
168


A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
Whitaker Myers
Jan 18, 20232 min read
173


HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED
Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...
Kelly Kranstuber
Jan 13, 20235 min read
203


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...
Drew Hodgson
Jan 12, 20233 min read
166


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...
Whitaker Myers
Jan 12, 20233 min read
169


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...
Lindsey Curry
Dec 29, 20223 min read
113


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...
Ryan Hoovler
Dec 29, 20223 min read
168


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,...
Drew Hodgson
Dec 22, 20223 min read
118


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...
Nick Allen
Dec 22, 20223 min read
178


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...
Lindsey Curry
Dec 15, 20223 min read
162


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...
Matthew Harris
Dec 15, 20225 min read
179


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...
Nick Allen
Dec 8, 20223 min read
182


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...
Kelly Kranstuber
Dec 6, 20224 min read
98


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,...
Nick Allen
Nov 30, 20223 min read
121


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...
John-Mark Young
Nov 27, 20225 min read
179
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