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Andrew Young
Jul 15, 20242 min read
Removing Private Mortgage Insurance (PMI) from your Mortgage
You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...
136

Logan Doup
Jul 1, 20244 min read
Insurance: The extra layer of protection
When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...
120

Jake Buckwalter
Jun 24, 20242 min read
What is a Password Manager?
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
133

Nick Allen
Jun 17, 20243 min read
Making a House a Home: Simple Fixes on a Budget
There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...
130

Kelly Kranstuber
Jun 3, 20242 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
137

Stephen Armstrong
May 28, 20243 min read
Selling Your Small Business
Are you thinking about selling your small business and sailing into the sunset? Have you poured blood, sweat, and tears into your small...
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Andrew Young
May 20, 20243 min read
Health Savings Accounts (HSAs) – The Triple Tax Advantage Account
Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...
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Logan Doup
May 13, 20243 min read
Retirement Plans for a Small Business Owner
Owning a small business is a rewarding investment Americans can make. Ideally, you get to work for yourself, set your hours, do what you...
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Stephen Armstrong
Apr 29, 20243 min read
Donor Advised Funds: One Way to Optimize Your Giving
Do you have charitable intent? Maybe you are already an active donor. Do you generate a high annual income and want to take advantage...
143

Drew Hodgson
Apr 22, 20243 min read
Old 401k rollovers - What to do with them
One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...
127

Kelly Kranstuber
Mar 18, 20244 min read
Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
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Andrew Young
Feb 26, 20242 min read
New Features Available in 2024 for 529’s and Roth IRA Rollovers
The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
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Jake Buckwalter
Feb 15, 20243 min read
Roth Conversions and if they are a good option for you
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
133

Nick Allen
Feb 8, 20243 min read
Making Up for Lost Time – Funding an IRA for 2023
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
124

Clay Reynolds
Feb 1, 20243 min read
Rule 72(t): Withdraw early from your retirement account without a penalty
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
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Joshua Paletta
Jan 25, 20245 min read
How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
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Matthew Harris
Jan 19, 20246 min read
Should I pay attention to the Capital Gains Tax, and how will it affect me?
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
104


Drew Hodgson
Dec 20, 20233 min read
Getting Out of Debt
Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...
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Nick Allen
Dec 19, 20233 min read
Putting a Premium on Trust
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
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Kelly Kranstuber
Dec 19, 20234 min read
Are you 59 ½ or Older and Still Working?
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
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