by Jim Robinson | Apr 22, 2025 | Uncategorized
Modern solutions for the inevitable need of long-term care Andy Keeler.April 15th, 2025 | 9 min read Financial Opportunities Uncovered – Episode 23Hosted by Andy Keeler | Guests: Sherlyn Swindell and Lisa Harder Executive Summary: Modern solutions for the... 
by apruitt | Apr 4, 2025 | Uncategorized
How to Win Friends and Influence Yourself Andy Keeler.April 5th, 2025 | 9 min read Financial 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... 
by jlymon | Sep 30, 2024 | Uncategorized
Federal rate cut Jessica Hutlberg. Sept 30th, 2024 | 9 min read As 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... 
by jlymon | Sep 30, 2024 | Uncategorized
2025 – 2026 FAFSA Filing Delays Abby Rose Sept 30th, 2024 | 9 min read As 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... 
by Mark Beaver | Aug 7, 2024 | Uncategorized
Investing During an Election Year Abby RoseAugust 7th, 2024 | 9 min read How 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... 
by apruitt | Jul 18, 2024 | Uncategorized
The foundation of a strong financial plan MIKE KLUBNIKJuly 9th, 2024 | 7 min read When 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...
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