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Kevin Orsinger | Apr 30, 2021

Interesting Topic of the Month: Non-financial Retirement Planning

When thinking about planning for retirement, most people zero in on financials. Of course, financial planning should come first, but there are other factors to

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Kevin Orsinger | Mar 25, 2021

April Topic of the Month: Social Security: Should You Take Sooner or Later?

Social security is often a confusing system. While you may know what it is, you might be like many people who struggle to decide when the best time to start

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Kevin Orsinger | Feb 25, 2021

March Topic of the Month: How To Prepare For Tax Season

Like it does every year, tax season can feel like it sneaks up on you. Though taxes do not have to be filed until April 15th, it can be a time-consuming process

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Kevin Orsinger | Jan 30, 2021

February Topic of the Month: The Importance of Beneficiaries on All Accounts

An account beneficiary, is a person named by you that is legally entitled to your assets should you pass away, serves an extremely important role on all out our

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Kevin Orsinger | Jan 30, 2021

Interesting Topic of the Month: Valentine’s Day at Home

For reasons tied to the pandemic, or to save money, you might be celebrating your Valentine’s Day at home this year. Beyond cooking a romantic dinner or

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Kevin Orsinger | Oct 27, 2020

November Topic of the Month: Giving Thanks and Giving Back: Charitable Giving this Thanksgiving

Many folks think of the Christmas season when they think of giving charitably. The holiday spirit can often motivate one to go beyond simply ensuring their own

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Kevin Orsinger | Oct 27, 2020

Interesting Topic of the Month: Giving Thanks and Giving Back: Non-financial Ways to Practice Thanksgiving Gratitude

Thanksgiving is a time where we give thanks and celebrate the people and things that make our lives worth living. You might decide, like we discussed in the

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Kevin Orsinger | Sep 30, 2020

Interesting Topic of the Month: Dia de Los Muertos

Perhaps your family is used to celebrating Halloween every year with trick or treating, haunted hayrides, and watching spooky movies. But are you familiar with

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Kevin Orsinger | Sep 30, 2020

October Topic of the Month: National Financial Planning Month

October is National Financial Planning Month, and revisiting your financial plan is a great way to kick off the month. The first thing you might ask is why you

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Kevin Orsinger | Aug 28, 2020

Interesting Topic of the Month: Fall Festivities at Home

September marks the official start of fall, and it may look a little bit different for some of us. While we might spend September at local fairs, football games

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Kevin Orsinger | Aug 2, 2020

August Topic of the Month: Power of Attorney: What should you know?

Perhaps you’re familiar with the term “power of attorney” (POA), but do you know what exactly a POA does and what different types there are? Essentially, a POA

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Kevin Orsinger | Jul 1, 2020

July Topic of the Month: What Is a Budget Calendar and Do You Need One?

When it comes to keeping track of things—doctor’s appointments, family events, after-school activities—many folks turn to the trusty calendar. While this date

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P  724-588-9067
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