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How We Help – Navigating Insurance

We're living in unprecedented times, and just providing retirement options is no longer enough to guarantee your employees their safety and happiness. Every day they're...

Blog Posts

Guide To Paying Off Student Loans

Here’s what you have heard from me in the past in regards to student loans: Avoid themParents are often to...

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Misidentifying emergencies often leads to emergencies

First appeared in USA Today and The Indianapolis Star Dear Pete, Right now, we leverage an online savings account to...

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Difficult college tuition conversations are crucial

Originally seen in the USA Today and Indianapolis Star  Just as millions of first-year college students matriculate for the first...

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Your financial wake-up call is ringing, it’s your choice to answer it

First appeared in USA Today and The Indianapolis Star His face looked different. And the words coming out of his...

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Life insurance is an act of love

Like retirement, saving for college, and keeping a budget, life insurance is on the short list for necessary things. There is no way around this...

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Why I’m against using a credit card for points and cash back offers

I have to warn you. My snark meter is high right now. There are several reasons for this. The topic...

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Combating Retirement’s silent killer: Inflation

First appeared in USA Today and The Indianapolis Star While you are driving toward income independence, your money is driving...

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Where your first $18,000 of long-term savings should go

I’m making a giant assumption here. I’m assuming you are contributing, or working toward contributing, $18,000 of your income per...

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Learning to save for something new

Like you, I like stuff. People often mistake me as a tight-wad with my money. I, however, am not. I...

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