Kelly Kranstuber
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
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Matthew Harris
Aug 31, 20236 min read
Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
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Stephen Armstrong
Aug 17, 20234 min read
All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
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Andrew Young
Aug 17, 20232 min read
The High Earners Tax - Net Investment Income Tax
One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...
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John-Mark Young
Jul 1, 20236 min read
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
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John-Mark Young
Jun 10, 20235 min read
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
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Nick Allen
May 17, 20233 min read
MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH
What are the differences between mutual funds and ETFs?
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Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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Nick Allen
Apr 26, 20233 min read
INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
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John-Mark Young
Mar 18, 20234 min read
INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
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Stephen Armstrong
Mar 13, 20232 min read
WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.
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Drew Hodgson
Feb 1, 20232 min read
WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
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Whitaker Myers
Jan 18, 20232 min read
A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
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Kelly Kranstuber
Jan 13, 20235 min read
HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED
Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...
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Ryan Hoovler
Dec 29, 20223 min read
HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS
The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...
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Nick Allen
Dec 22, 20223 min read
WHERE TO FOCUS YOUR RETIREMENT PLANNING
Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...
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Matthew Harris
Dec 15, 20225 min read
STOCKS, BONDS, AND BEYOND FOR INVESTING
Should I consider expanding my investing beyond stocks and bonds? For most time periods, some combination of stocks and bonds has worked...
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Drew Hodgson
Dec 8, 20224 min read
HOW RISK TOLERANCE AFFECTS YOUR FUTURE
In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...
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Kelly Kranstuber
Dec 6, 20224 min read
ARE YOU BEING TOO CONSERVATIVE WITH YOUR RETIREMENT INVESTMENTS? HOW NOT TAKING ENOUGH RISK CAN AFFE
What You Can Control vs What You Can Not Control You have spent your entire working career accumulating wealth so you could reach this...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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