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5 Retirement Mistakes to Avoid Before and During Retirement
Retirement planning involves much more than choosing investments and saving enough money. Financial Advisor David Gearhart highlights five common retirement mistakes—from waiting too long to plan and overlooking taxes to taking too much investment risk or making emotional decisions—and explains how thoughtful planning can help reduce financial stress.

David Gearhart
Sep 163 min read


Umbrella Insurance: The Extra Layer of Protection Your Financial Plan Needs
Most people rely on home and auto insurance to protect their assets—but what happens when those limits aren’t enough? Umbrella insurance provides an added layer of liability coverage that helps safeguard your savings, investments, and future income from unexpected claims or lawsuits.

Mica Dauch
Apr 12 min read


INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

Andrew Young
Mar 16, 20233 min read
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