Broker Check

Conversations E-Newsletters

10/16/2018 - Products and Registrations

09/18/2018 - 4 Killer Questions - How to Cut Through the Rhetoric

09/05/2018 – What to do with Small Amounts of Money

08/21/2018 - Who is your God?

08/09/2018 - Sitting on the sidelines

07/24/2018 - Time Value of Decisions (2nd Part)

07/10/2018 - Time Value of Decisions

06/26/2018 - Who could unravel the mess?

6/12/2018 - Discipling in and through Social Media

05/29/2018 – Filling the gap

05/15/2018 – Coaches

05/01/2018 - Stuff

04/14/2018 - Caregiving and its impact - by Kathi Dunlap

04/10/2018 - What to do if your cell phone is lost or stolen

03/30/2018 - Does it bother you to call Good Friday 'good'?

03/13/2018 - Spring, Glorious Spring!

02/27/2018 – Volatility—Rapid and Unpredictable

02/13/2018 - A Valentine Collection

01/30/2018 - 5 Key Facts About the New Tax Bill

01/16/2018 – People who have it all together...

12/29/2017 – 3 Changes to Consider as you Prepare for 2018

12/19/2017 - The Best Gift You Can Give Yourself

12/05/2017 – Top 10 Pain Points People Face at Work

11/28/2017 – Need Security?

10/24/2017 - Understanding Inherited IRAs

10/19/2017 – A Retirement Plan... or a College Plan?

10/10/2017 - Do you know someone who could benefit from a STABLE account?

09/26/2017 – Could Insurance Save Your Retirement?

09/12/2017 - Could Education Debt Shrink Your Social Security Income?

08/28/2017 - High School Sports and Families that Cook

08/15/2017 - Mentoring Moment: 10 benefits of having a spiritual mentor

07/18/2017 – The Many Facets Involved in Financial Planning

07/18/2017 - When Baby Boomers Become Elders

06/16/2017 - Can Your Life Insurance Policy Help You Out in Retirement?

06/07/2017 – How Do You Start the Conversation That No One Wants to Have? 

05/23/2017 - Rebuilding Communities from the Ashes, Part 2 (excerpts)

05/15/2017 - Is Social Security Coming Up Short for Retirees?

05/09/2017 - Rebuilding Communities from the Ashes, Part 1 (excerpts)

04/25/2017 – Human Flourishing - God's Design

04/15/2017 - Why You Might Not Want a Lump-Sum Retirement Payout


03/21/2017 – The A, B, C, & D of Medicare

03/15/2017 – Giving Retirement Some Thought

03/14/2017 – Annual Tax Guide - A Guide to 2017 Tax Law Changes (and More)

03/14/2017 - In-Service Withdrawals from Employee Retirement Plans

03/01/2017 - What Could You Do With Your Tax Refund?

02/17/2017 - Retiring with an Age Difference

01/31/2017 – Moving Into a Nursing Home Facility

01/24/2017 - Best bang for your refund buck?

01/15/2017 - Can You Work Your Way into Retirement?

01/03/2017 - IRA Rollovers for Lump Sum Pension Payouts

12/15/2016 - Teamwork Counts for Couples Close to Retirement

12/08/2016 - Mid-Life Money Errors

11/25/2016 - Retirees Are Racking Up Credit Card Debt

11/15/2016 - Retirement In Sight

11/08/2016 - What Expenses Could Change When You Retire?

10/25/2016 - Productivity

10/19/2016 - Giving Retirement Some Thought

10/11/2016 - Profit is not your Reward

09/27/2016 - Tell Your Beneficiaries About Your Accounts and Policies

09/13/2016 - The Importance of Life Insurance Audit

08/23/2016 - How Millenials Can Get a Good Start on Retirement Planning

08/17/2016 - Seeking your understanding!

07/05/2016 - 'Never' too soon & World magazine

06/30/2016 - Brexit Update

06/21/2016 - Work for the National Parks & Grocery Delivery 101

05/24/2016 - At 90, you earn the right to give advice...

05/10/2016 - Career Test online & The Party

04/26/2016 - 7 Habits of Healthy Couples & Online Billpay Services

03/24/2016 - Mandatory Depression Screening & For the Beauty of the Earth

03/01/2016 - March Newsletter & Time to Vote

02/17/2016 - FAFSA and Teens & Taxes

02/02/2016 - Groundhog's Day & Memories

01/19/2016 - Laws of Life & Investing 101

01/05/2016 - 100 Great Ways to Save Money & Peace