by Ryan Shumaker | Aug 14, 2025 | Blog
The nine most terrifying words in the English language are “I’m from the government and I’m here to help,” according to Ronald Reagan. Shortly after the Big Beautiful Bill passed, the Social Security Administration sent out an email to all with an online account that...
by Ryan Shumaker | Apr 27, 2023 | Blog
The stock market hit a new 52 week low a whopping 13 times last year. That’s more than what we saw over the entire last decade and nearly twice as many times as what occurred during the booming 90s. Banks are starting to fail, inflation is still stubbornly high, and...
by Ryan Shumaker | Jan 13, 2023 | Blog
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will or trust is what determines where everything goes. This is not necessarily true, and it’s a big mistake to make this assumption. A last will and...
by Ryan Shumaker | Aug 16, 2022 | Blog
You probably read or hear about some “Top Ten” list nearly every day, but take a moment to read this one. This list is different, and probably not the kind of list you’d expect a financial advisor to write. Reason #10: “It’s too expensive” Being penny wise and dollar...
by Ryan Shumaker | Apr 15, 2022 | Blog
There’s been a lot of negative news headlines recently and I’m hearing the phrase “with what’s going on right now, should I just cash everything out until things calm down?” when having new meetings with prospects. If you’ve been thinking or wondering the same thing,...
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