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5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
John-Mark Young
Jan 31, 20235 min read
194
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
177
529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024
Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...
Andrew Young
Jan 19, 20232 min read
185
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
180
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
210
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
176
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
177
PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS
Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...
Stephen Armstrong
Jan 5, 20233 min read
175
Inflation’s Impact on Your Debt
With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.
Nick Allen
Jan 5, 20233 min read
112
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
175
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
186
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
171
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
186
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
191
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...
Drew Hodgson
Dec 8, 20224 min read
194
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
WHAT IS A FINANCIAL COACH, AND WHY DO I NEED ONE?
Financial Coach, who is that? Perhaps a Financial Coach is someone you have never heard of, but someone you never knew that you needed. A...
Lindsey Curry
Dec 1, 20224 min read
177
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
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