top of page


What is a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional?
Have you ever noticed that licensed professionals like tax advisors, doctors, attorneys, or dentists proudly display their designations...

Whitaker Myers
Apr 283 min read
0


STRS Early Retirement Option Announced
STRS announced an early retirement incentive for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

Andrew Young
Apr 82 min read
5


Common Forms for Taxes
As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be. For those who don’t live...

Logan Doup
Mar 314 min read
1


How can I benefit from tax loss harvesting? - PART II
Last week, we took a look at tax loss harvesting and reviewed how to avoid capital gains, but we also saw examples of how this could...

Matthew Harris
Mar 242 min read
1


The Importance of Business Cycles in Financial Planning
When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...

Stephen Armstrong
Mar 175 min read
1


How can I benefit from tax loss harvesting? - Part I
Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...

Matthew Harris
Mar 113 min read
0


Don’t Play ‘Retirement Roulette’
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
Ben Allen
Feb 255 min read
11


Generational Wealth Transfer
Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

Jake Buckwalter
Feb 32 min read
28


Estate Planning: Wills and what you need to know about them
If you listen to The Dave Ramsey Show for just one episode, it will become very apparent that he is very passionate about relaying the...

Logan Doup
Feb 33 min read
41


Tech and the S&P 500
The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

Nick Allen
Jan 273 min read
30


SEP IRA vs. Solo 401(k)
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Kelly Kranstuber
Jan 215 min read
39


Planning Ahead – 2025 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...

Andrew Young
Dec 9, 20243 min read
84


Insured to Value
A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...
Joe Mains
Nov 21, 20243 min read
147


Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
Ben Allen
Nov 21, 20244 min read
256


Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Kelly Kranstuber
Nov 21, 20244 min read
159


What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...

Logan Doup
Nov 18, 20244 min read
158


President Trump’s Election Victory and Investing
After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

Stephen Armstrong
Nov 11, 20245 min read
167


Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Kelly Kranstuber
Oct 14, 20244 min read
186


Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...

Andrew Young
Oct 14, 20246 min read
181


The Bond Market Simplified
From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

Jake Buckwalter
Oct 7, 20243 min read
177
bottom of page