Save Money & Pay Off Debt Using Dave Ramsey's Baby Steps - WKYC Segment
Posted February 21, 2020

As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial goals. 

Dave Ramsey has 7 Baby Steps that he walks people through in his class, Financial Peace University as well as his book, The Total Money Makeover...

The SECURE Act Changes the Way People Inherit Money
Posted January 28, 2020

The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the inheritance is coming from retirement savings such as a Traditional IRA, Roth IRA, or Employer Plans such as a 401(K).

Previous to the SECURE Act, beneficiaries...

What Should I Do With My 401(K) From My Previous Employer?
Posted January 24, 2020

If you recently got a new job, you may be wondering what you should do with your 401(K) (or another employer plan) from your previous employer.

The good news is that you have options.

The 3 Main Options To Choose From When Rolling Over Your 401(K):

  • Option 1:...

Posted December 31, 2020

As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and be able to save more!

As we head into the New Year, it is typically a time that people start thinking about their money goals a little more. It's always...

Posted December 26, 2019

As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for retirement. Sometimes they have heard Dave talk about this but they don’t completely understand what it is or the “why” behind it.

As Dave Ramsey...

How To Host On A Budget
Posted November 26, 2019

It's the holiday season and chances are, you will either be hosting or attending quite a few dinners! 

If you are hosting and are looking for a few ways to save a little money, this post is for you!

8 Ways to Host on a Budget

  1. Consider buying inexpensive...
Non-Traditional or Alternative Gift Ideas
Posted November 25, 2019

I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like something we all want?! 

Most of us enjoy buying gifts for our loved ones but what do you do if your budget is a little tighter or if you can't think of...

How To Save For Christmas In 2 Months
Posted October 25, 2019

I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However, I am trying to help you save money for Christmas in 2 months so that you don’t have to put gifts on a credit card.

I don’t know anything that will make...

Posted September 23, 2019

If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in America today to have an overwhelming amount of debt. 

Actually, debt is...

Posted September 17, 2019

Do you? I mean, really… do you balance your checkbook (or your checking account)??

You are probably in one of three camps right now… Camp #1. Of course, doesn’t everyone? Or Camp #2. No! Do people seriously still do that? Or Camp #3. What on earth are you even talking about??


Posted September 10, 2019

Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank stare. Followed by… “What is that?”

Simply put, a sinking fund is a savings that is for a specific purpose. It is NOT your emergency fund. It...

Posted August 01, 2017


For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio. Customized to each client based on their personal risk tolerance and goals, the Christian Values Portfolio has these characteristics...