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Grandpa, father and son smiling and showing their muscles to represent the idea of wealth management strategies that impact multiple generations

Financial Planning

5 Wealth Management Strategies for Generational Impact

A quick Google search will tell you that “strategy” means, “a plan of action or policy designed to achieve a major or overall aim.” When ...

Man sitting, praying and thinking, "My finances are a mess..."

Financial Planning

My Finances are a Mess in 2024. What should I do?

2024 has the potential to be a crazy year in America, especially politically. With big questions and big discussions buzzing around at a national and ...

Grandfather holding umbrella for grandson to represent the importance of writing up a legacy plan for your family

Financial Planning

How to Craft a Legacy Plan in 5 Actionable Steps

In a previous article on this blog, we introduced you to the idea of “legacy planning,” and talked through the five key principles needed to ...

Older man reading to discover the secret to financial discipline

Financial Planning

What No One Tells You About Financial Discipline: 8 Insights to Level Up Your Finances

Listen to advice and accept discipline, and at the end you will be counted among the wise… — Proverb from Ancient Wisdom Literature Our lives ...

Older man and woman meeting to discuss investment consulting

Investment Services

5 Free Investment Consulting Strategies for Beginners

Investing can feel like a daunting venture, especially for beginners seeking to build wealth or secure a financial future for themselves and their families. With ...

Financial Planning

Tactical Asset Allocation: Controversial or Convenient? 3 Perspectives for Investment Clarity

In the complex and fluid world of investment strategies, tactical asset allocation (TAA) is a striking example of an active portfolio management technique that could ...

Father helping son put money into piggy bank to represent unused 529 funds

Financial Planning

The Mystery of Unused 529 Funds: 5 Ways to Impact the Next Generation

“A good person leaves an inheritance for their children’s children…” — Proverbs 13:22a (An Ancient Perspective for Today’s Unused 529 Funds) Any father or mother ...

How to leave grandkids your retirement savings for a happy future future

Financial Planning

How to Leave Grandkids Your Retirement Savings: 6 Options to Consider

“How to leave grandkids your retirement savings:” could well be a million-dollar question for you! If you’re a retiree looking to be proactive on behalf ...

Elderly lady choosing unretirement in pursuit of the American Dream

Retirement Planning

Unretirement & the American Dream: 4 Key Take-Aways from an Unexpected Phenomenon

Retirement used to be seen as the “end of the road:” a time to kick back and relax after a lifetime of hard work. However, ...

Elderly couple signing documents to create a SLAT trust with a qualified financial adviser

Financial Planning

SLAT Trusts: Risky or Rewarding? 7 Things To Be Aware Of

Are you considering setting up a trust for your assets, but are unsure if a SLAT trust is the right choice for you? You’re not ...

Investment consultant with Asian couple as clients

Financial Planning

How to Find an Investment Consultant: 5 Things to Look For

If you’re considering investing your hard-earned money, it’s important to have a knowledgeable and trustworthy investment consultant by your side. But with so many options ...

Financial Planning

Financial Planning for Seniors: 5 Critical Principles

As you reach your golden years, financial planning becomes more important to think about than ever. What exactly makes financial planning for seniors unique? It’s ...

Financial Planning

Legacy Planning: The 5 Key Principles You Need to Know

When it comes to planning for the future, most people choose to focus only on their own retirement and immediate financial stability. However, one crucial ...

Financial Planning

The 11 Key Components of Financial Planning You Need to Know About

When it comes to preparing for your long-term financial goals, there are eleven key components of financial planning you should consider. These can help you ...

Making sense of financial stewardship with letter blocks

Financial Planning

Financial Stewardship: What It Means and Why It Matters

Wondering what financial stewardship is? Want to become a better steward of your financial resources? Read on to learn more...

Financial Planning

3 Crucial Ways Holistic Financial Planning Can Help You

Have you experienced financial planning that doesn’t quite address your unique situation or was way off from providing a plan that works for you? In ...

Financial Planning

The HSA Contribution Limits for 2024 and How It Can Save You Thousands Next Year

Are you looking to invest more but need help utilizing your current income? Do you want to contribute money to an investment account that can ...

Financial Planning

3 Steps to Find a Trusted Financial Planner Near Youngstown OH

With its deep history, diverse background, and ever-increasing entrepreneurial footprint, it’s clear that Youngstown is committed to building a community hub of innovation and growth ...

Financial Planning

3 Steps to Finding an Excellent Financial Planner near Grove City, PA

Whether you are nearing retirement, just starting a family, buying your first home, or are a recent grad from Grove City College, finding an excellent ...

Financial Planning

What is Consumer Debt? 5 Important Strategies for How to Pay Off Debt Fast

Are you feeling weighed down by consumer debt? Does your consumer debt make you feel trapped and behind in your financial goals? If so, you’re ...