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The best cost-saving tips to experience an in-person sporting event

November 2, 2023

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

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The best cost-saving tips to experience an in-person sporting event

Commonly Used Investing Terms That All Investors Should Know

November 2, 2023

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand the jargon used in the investment world. News media hosts and financial advisors are notorious for using acronyms and terms that average or new investors are unfamiliar with. A common word for this is “Finglish” or “Financial English.” Whether it is to try and impress their audience or sound more intelligent than they are, using “Finglish” more often than not...

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Commonly Used Investing Terms That All Investors Should Know

Giving: God, Gospel & Generosity

October 23, 2023

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

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Giving: God, Gospel & Generosity

Bank Money Market Account vs Brokerage Money Market Funds

October 19, 2023

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

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Bank Money Market Account vs Brokerage Money Market Funds

Breakfast on the go

October 19, 2023

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

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Breakfast on the go

Israel War & My Portfolio: Pray, Give & Stay Disciplined

October 11, 2023

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

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Israel War & My Portfolio: Pray, Give & Stay Disciplined

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

October 4, 2023

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

Time in the Market vs. Timing the Market

October 2, 2023

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

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Time in the Market vs. Timing the Market

End-of-year items that will prepare you for filing your 2023 taxes

October 2, 2023

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

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End-of-year items that will prepare you for filing your 2023 taxes

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

September 27, 2023

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

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Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

Monthly College Planning Update: September 2023

September 25, 2023

There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

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Monthly College Planning Update: September 2023

The Market Based Argument for Dave Ramsey's Four Categories

September 25, 2023

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

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The Market Based Argument for Dave Ramsey's Four Categories

Higher Oil Prices & US Energy Dominance

September 25, 2023

Probably one of the toughest parts of President Biden's re-election run will be the unrealistic sect of his party that believes the world...

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Higher Oil Prices & US Energy Dominance

Long-Term Care: Do you have a plan?

September 20, 2023

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

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Long-Term Care: Do you have a plan?

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

September 20, 2023

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

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What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Breaking the cycle of Paycheck to Paycheck in 4 Steps

September 14, 2023

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

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Breaking the cycle of Paycheck to Paycheck in 4 Steps

What is an Emergency Fund, and Why Do I Need One?

September 14, 2023

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and accessible in case an expense arises out of the blue. There are many names that an emergency fund can go by, some of which are the following: rainy day fund, savings account, contingency plan, stockpile of cash, stash, or cash reserves, but they all serve the same purpose: to provide relief in the event of a job loss, pay cut or significant unexpected expense. ...

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What is an Emergency Fund, and Why Do I Need One?

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

September 2, 2023

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

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Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Why Bonds Are Still Essential for the Retirees Portfolio

September 2, 2023

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

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Why Bonds Are Still Essential for the Retirees Portfolio

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

September 2, 2023

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

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Personal Savings, Record Credit Card Debt & Their Effect on the Economy
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