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Jake Buckwalter
Feb 32 min read
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...
12

Logan Doup
Feb 33 min read
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...
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Nick Allen
Jan 273 min read
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,...
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Kelly Kranstuber
Jan 215 min read
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...
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Ethan Barry
Dec 19, 20243 min read
What is the Homestead Tax Exemption
The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...
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Tim Hilterman
Dec 19, 20243 min read
What you can do in 2025 to take control of your financial life
The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...
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Joseph Browning
Dec 19, 20243 min read
The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
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Summit Puri
Dec 19, 20243 min read
Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
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Andrew Young
Dec 9, 20243 min read
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...
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Joe Mains
Nov 21, 20243 min read
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...
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Ben Allen
Nov 21, 20244 min read
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...
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Kelly Kranstuber
Nov 21, 20244 min read
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...
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Logan Doup
Nov 18, 20244 min read
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...
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Drew Hodgson
Nov 18, 20243 min read
New Thoughts on Term Life Insurance
Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...
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Summit Puri
Nov 11, 20243 min read
What is the Efficient Market Hypothesis?
The Efficient Market Hypothesis (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...
113


Ethan Barry
Oct 28, 20243 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 28, 20242 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Mica McKenna
Oct 21, 20244 min read
The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
135

Summit Puri
Oct 21, 20243 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
125

Kelly Kranstuber
Oct 14, 20244 min read
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...
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