Blog

While much of the financial advising industry still employs a traditional “solo advisor model,” we at LifeGuide have built our firm around a fundamentally different approach: a team-based advisory approach. (This approach is also sometimes known as an “ensemble practice” or “ensemble advisory model.”) In fact, we see this as one of the key distinctives […]

This past weekend, our family ventured out to spend some time together in Ocean City Maryland as we have done many times in the past. We enjoy the ocean, the sand, mini-golf and go-carts, Fisher’s popcorn, and, most of all, the trip down to the boardwalk for a large bucket of Thrasher’s French Fries. Yet […]

As we officially move into the green phase of state reopening this week, we wanted to share what this will look like for us. As always, the safety of our clients and team members remains our top priority. We will continue offering video conferencing or phone calls for every client who wishes to meet remotely. […]

As Cumberland County moves into the yellow phase of state reopening this week, we wanted to take a moment to share what this will look like for us. First and foremost, we are committed to your safety. While we’re looking forward to being able to meet with you in person again, the safety of our […]

When you think of the word “generosity,” what comes to mind? Perhaps you envision a selfless act of service, donating to charity, taking on the financial burden for someone in need, or volunteering your time to help those who could use it. While it can take many forms, we believe generosity is foundational to a […]

Over the last few weeks since the shutdown began, we’ve had the opportunity to check in personally with our clients. And one of those conversations really stuck out to us. This person said: “You know, I never want to waste a crisis.” Recently, LifeGuide partners Zak and Doug hopped on a Zoom call to have […]

Establishing a routine and having a project (or projects) to make progress on and check off the list can be helpful, motivating, and even therapeutic. For families, working together on projects that may have fallen to the back burner can create teachable moments, helpful conversation, and a shared sense of accomplishment. So, for those days […]

The IRS will soon begin releasing economic impacts payments as part of the recent CARES Act stimulus package. To address frequently asked questions around the program, eligibility, and what you can expect, the IRS has put together a helpful Q&A on their website. Read “Economic impact payments: What you need to know” now »

The U.S. Senate Committee on Small Business and Entrepreneurship recently published a list of Frequently Asked Questions regarding the Paycheck Protection Program (PPP) for Small Businesses. The program is designed to afford small businesses the ability to retain current employees through the COVID-19 shutdown without cutting wages or laying off employees. View Paycheck Protection Program […]

The IRS recently released answers to some commonly asked questions about the tax relief provisions designed to help taxpayers and investors dealing with economic fallout from the COVID-19 pandemic. The primary benefit of this relief is an extension of time to file and pay your taxes. Specifically, what would have been due on April 15, […]

In light of Governor Wolf’s statewide shutdown order, the ever-developing news surrounding COVID-19, and continued market volatility, we wanted to take a moment to fill you in on what we’ve been doing here and what you can expect moving forward. We have verified that our computer and phone systems allow us the ability to effectively continue […]

Note: this post has been adapted from an email sent to a portion of our clients in early March 2020. Please review the disclaimers at the bottom of this post carefully. We know that recent news about current market volatility and spreading coronavirus may be currently adding a bit of stress to your life. We’d […]

Over the last year, we’ve repeated the message, “Managing your finances shouldn’t be time consuming or stressful; it should be deeply fulfilling.” Why? Because we’ve seen firsthand the peace, freedom, and impact many of you have been able to achieve by aligning your finances around what matters most! As you’ve stepped away from a scarcity […]

We’re excited to introduce our newest Insurance Specialist, Jennifer Everett. Jen joined our team right in the middle of Medicare season and has really hit the ground running. With a background in ministry as well as financial services, Jen brings a wealth of knowledge, warmth, and client care to her role. We couldn’t be more […]

For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We want to thank all those who partnered with us to bless our local community in this unique way.   Over the next five weeks, we will be sharing the touching stories from this year’s campaign.  We were inspired and […]