It’s Time to Sweat the Small Stuff

It’s Time to Sweat the Small Stuff

It’s Time to Sweat the Small Stuff Andy Keeler Aug 1, 2020 | 1 min read We all face obstacles, big and small, in our quest to accumulate wealth. Most of us overlook these small detractors, having to make decisions in the heat of the moment, based on emotion, or...
Pay for College or Save for Retirement…?

Pay for College or Save for Retirement…?

Pay for College or Save for Retirement…? Mark BeaverJun 25, 2019 | 1 min read One of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: “Should we delay saving for retirement...
2019 Tax Facts and Figures

2019 Tax Facts and Figures

2019 Tax Facts and Figures Mark Beaver Jan 9, 2019 | 2 min read Updates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths,...
Valuable Tips When Car Shopping

Valuable Tips When Car Shopping

Valuable Tips When Car Shopping Andy KeelerFeb 4, 2019 | 2 min read When shopping for a car, keep your “trade-in” to yourself until the purchase price is agreed to. No matter whether you are buying new or used, or leasing, the purchase price matters. Websites such as...