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BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET
Now that you have taken the first step and decided to start budgeting, let’s talk about creation of it. When trying to set up a budget,...
Lindsey Curry
Feb 27, 20225 min read
201
BUDGETING BASICS - WHERE DO I START?
This is a common question for many people new to the budgeting world who aren’t quite sure what’s the first thing they should do. Many...
Lindsey Curry
Feb 20, 20224 min read
177
WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!
My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...
John-Mark Young
Feb 20, 20225 min read
184
ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA
As parents it is important to be good role models for our children. Dave Ramsey Personality Rachel Cruze states “More is caught than...
Logan Doup
Feb 20, 20223 min read
180
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
John-Mark Young
Feb 6, 20224 min read
130
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
John-Mark Young
Feb 6, 20224 min read
142
WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?
The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...
Lindsey Curry
Feb 4, 20224 min read
191
MARKET VOLATILITY RETURNS - JANUARY 2022
Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...
John-Mark Young
Jan 24, 20224 min read
186
CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE
Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...
Lindsey Curry
Jan 23, 20226 min read
116
SOARING WITH INFLATION
During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...
Logan Doup
Jan 23, 20223 min read
174
RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY
Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...
Logan Doup
Jan 18, 20224 min read
111
CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022
The IRS recently announced that next year taxpayers can put an extra $1,000 into their 401(k) plans, an extra $1,000 in SIMPLE IRA Plans...
John-Mark Young
Jan 1, 20221 min read
121
2022 INVESTMENT OUTLOOK
Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...
John-Mark Young
Jan 1, 20225 min read
190
ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...
John-Mark Young
Dec 13, 20214 min read
224
YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...
Whitaker Myers
Oct 28, 20212 min read
123
IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS
Social Security offers a 5.9% cost-of-living adjustment. What if I am delaying my benefits? The Social Security Administration officially...
Dustin Burkhart
Oct 22, 20212 min read
197
FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...
Whitaker Myers
Sep 28, 20214 min read
121
MAXING OUT A 401(K) PLAN TOO EARLY
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...
Griffin Lusk
Aug 24, 20212 min read
120
BACK TO SCHOOL BUDGETS
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...
Whitaker Myers
Aug 12, 20214 min read
115
PROTECT YOUR INCOME: BUY DISABILITY INSURANCE
We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...
John-Mark Young
Aug 3, 20215 min read
179
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