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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...

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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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