Blog

Modern solutions for the inevitable need of long-term careAndy Keeler.April 15th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 23Hosted by Andy Keeler | Guests: Sherlyn Swindell and Lisa Harder   Executive Summary: Modern solutions for the...

How to Win Friends and Influence YourselfAndy Keeler.April 5th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 4 Hosted by Andy Keeler | Guest: Dr. Drew Hanks, Ohio State University   Executive Summary: How to Win Friends and Influence Yourself In...

Federal rate cutJessica Hutlberg. Sept 30th, 2024 | 9 min readAs you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. What happened? The Federal Reserve made a significant...

2025 – 2026 FAFSA Filing DelaysAbby Rose Sept 30th, 2024 | 9 min readAs we wrap up the third quarter of 2024 and enter the fall season, typically this means our clients with college-age children are entering “FAFSA Season.” Also known as the Free Application for...

Investing During an Election YearAbby RoseAugust 7th, 2024 | 9 min readHow is the market impacted by an election year and what allocation changes should you be making because of it? These are just some of the many questions people ask before and during the election...

The foundation of a strong financial planMIKE KLUBNIKJuly 9th, 2024 | 7 min readWhen building a home, it’s easy to get absorbed thinking about how you will decorate it and to start envisioning the memories that will be made in that house – holidays, birthday parties,...

Modern solutions for the inevitable need of long-term careAndy Keeler.April 15th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 23Hosted by Andy Keeler | Guests: Sherlyn Swindell and Lisa Harder   Executive Summary: Modern solutions for the...

How to Win Friends and Influence YourselfAndy Keeler.April 5th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 4 Hosted by Andy Keeler | Guest: Dr. Drew Hanks, Ohio State University   Executive Summary: How to Win Friends and Influence Yourself In...

Federal rate cutJessica Hutlberg. Sept 30th, 2024 | 9 min readAs you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. What happened? The Federal Reserve made a significant...

2025 – 2026 FAFSA Filing DelaysAbby Rose Sept 30th, 2024 | 9 min readAs we wrap up the third quarter of 2024 and enter the fall season, typically this means our clients with college-age children are entering “FAFSA Season.” Also known as the Free Application for...

Modern solutions for the inevitable need of long-term careAndy Keeler.April 15th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 23Hosted by Andy Keeler | Guests: Sherlyn Swindell and Lisa Harder   Executive Summary: Modern solutions for the...

How to Win Friends and Influence YourselfAndy Keeler.April 5th, 2025 | 9 min readFinancial Opportunities Uncovered – Episode 4 Hosted by Andy Keeler | Guest: Dr. Drew Hanks, Ohio State University   Executive Summary: How to Win Friends and Influence Yourself In...

Federal rate cutJessica Hutlberg. Sept 30th, 2024 | 9 min readAs you may have heard, the Federal Reserve recently cut its benchmark lending rate, and many are wondering how this affects their financial situation. What happened? The Federal Reserve made a significant...