Unveiling the Path to True Wealth: A Guide to Starting the Year Strong
Luke LaRock, NSSA®, Associate Wealth Advisor As we cross the threshold into a new year, it’s natural to reflect on our aspirations and set goals for the future. While financial success can be a crucial aspect of our well-being, the journey toward True Wealth encompasses more th …
Embracing Learning Moments: A Positive Approach to Personal Growth
By Luke LaRock, NSSA®, Associate Wealth Advisor Throughout our lives we often encounter moments that challenge our knowledge, skills, and abilities. We’ve all had those moments that leave us feeling inadequate, unworthy, or embarrassed. These moments aren’t meant to be stumbling blocks but …
7 Economic Myths Busted
By Ryan Detrick, Chief Market Strategist We’ve been hearing many of the same myths over and over, yet we don’t think they are the big worry that the media and many make them out to be. These are legitimate concerns and have many investors worried, but we think the chances of them becoming l …
What is your most valuable possession?
As the Summer winds down and the world shifts from “busy vacation” season to “busy activities” season, I wanted to take a moment to share one of the most profound articles I’ve ever read in regards to finance. In 2012, I did a four-month intensive training on Biblical Stewardship with a br …
The Runner’s Training Plan: A Race to Any Goal
When I first started running, I didn’t have a training plan in place. I simply did it because I enjoyed it and it was a great workout. Then I ran my first race – a half marathon. I experienced my first runner’s high and I was hooked. The energy, community and competition all compiled into …
The journey to True Wealth is taken S.T.E.P. by S.T.E.P.
Service: As stewards of our clients’ financial well-being, we take our responsibility seriously and strive to always act in their best interest. We believe in educating our clients about their finances while empowering them to make informed decisions and pursue their goals.
Investing in Your Child’s Financial Future: Helping Kids Develop Strong Money Management Skills
Gaining financial literacy at a young age is a vital key to finding financial freedom later in life. Give your kids the lessons they need now to make better decisions about money in the future.
Financial Resolutions to Take Into the New Year
Tom Fridrich, JD, CLU, ChFC®, Senior Wealth Planner Thinking about making some New Year’s resolutions? Add financial wellbeing to your list. It’s a terrific time to identify goals and opportunities that may put you in a better financial position — not only in the upcoming year, …
Where is the Money Tree? How to Teach Kids About Money, Credit Cards, Saving, Investing, Venmo and More
Craig Lemoine, Director of Consumer Investment Research Ask kids what they think money is, and you get some interesting responses. Over the last month, I asked my friends, family and neighbors if I could pose a question to their children about money. Their answers covered it all …
The Opportunity in Change: How Changing Goals Change Financial Plans
During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …
When Shifting Goals Mean Shifting Plans
Your plan shouldn’t look the same when you’re 55 as it did when you were 35, and part of that is because you have ever-changing goals. So how do you know when it’s time to adjust your financial plan? Use this checklist to evaluate your goals and decide when it’s time to contact …
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When Shifting Goals Mean Shifting Plans
Your financial plan shouldn't look the same at 55 as it did when you were 35, right? So how do you know when it's time to adjust your plan?
