April 26, 2021 | Investing
Today, we’re sitting down with LifeGuide Partner and Chief Investment Officer, Zak Lutz, to answer some of the most frequently asked questions we receive. This is the final part in our six-part Q&A series. Q: Can the stock market keep going up? Last year, we examined the historical growth of the stock markets over […]
March 13, 2019 | Impact
For the fifth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their stories with us; we were very encouraged by them. As a reminder, at Christmas (2018) we sent $75 to 120 of our clients and asked that they give […]
January 15, 2019 | News
Join with us as we congratulate Matt Hess, one of LifeGuide’s lead financial advisors, and his wife, Hannah, on the safe and healthy delivery of their new baby girl, Adelaide Rose! After a longer-than-expected pregnancy, Adelaide arrived on November 20th at 1:30 am. She is beautiful!
October 9, 2018 | News
We hope that you are enjoying this Fall season. The holidays are right around the corner! Please find below our update on the markets and a discussion about two important investing principles. STRONG MARKET PERFORMANCE CONTINUES – AT LEAST FOR U.S. STOCKS A strong third quarter for US stocks has added to solid performance numbers […]
May 11, 2018 | Impact
For the fourth year in a row, LifeGuide’s “Share the Blessing” campaign was a great success! We would like to thank those who participated and shared their story with us; it was great encouragement. As a reminder, at Christmas (2017) we sent $50 to fifty of our clients and asked that they give the money […]
July 11, 2018 | Financial Life Planning
Life is a collection of millions of choices that we make daily. While these choices vary in magnitude, they can often be traced back to a source. One source that plays a significant role in the choices that we make is our mindset. A mindset has many different facets, but one of the main components […]
April 24, 2018 | News
In our fourth and final installment in our investment update series, we will be reviewing our fifth investment principle and the changes we have made to LifeGuide InSight’s Enhanced Index Portfolios. If you enjoy golfing, especially GOLFING FOR FREE, you won’t want to miss the last paragraph below! LifeGuide InSight Investment Principle #5 Our […]
April 18, 2018 | News
We are excited to announce that Holly Whitmire joined the LifeGuide Team last week. Holly comes to us with almost 14 years of experience in the financial services industry. Holly will be a financial advisor and LifeGuide’s Manager of Client Amazement. “The LifeGuide team and the clients that I have met are amazing! I am […]
April 4, 2018 | Investing
Today, we will be reviewing our fourth investment principle and the enhancements that we have made to LifeGuide InSight’s Blended Portfolios. In summary, we have added three new Vanguard funds and converted our American Funds positions to new lower-cost shares. LifeGuide InSight Investment Principle #4 One of the components of our investment philosophy at […]
March 7, 2018 | Investing
Welcome to part 2 of 4 in our investment update series. We will be discussing one aspect of LifeGuide’s first investment principle: “Match investments with clearly defined goals and values.” Today’s focus will be on matching your investments with your values. Investing with Impact Socially Responsible Investing (SRI), Double Bottom Line Investing, Impact Investing, Responsible […]
February 28, 2018 | Investing
Attention LifeGuide Clients. We would like to take a moment to answer two questions that you may have: Question #1: I just received a mailing from TD Ameritrade re: Standing Letter of Authorization. Should I be concerned? Did anything change? Do I need to do anything? You may have received a notice from TD Ameritrade regarding […]
February 23, 2018 | Investing
Sunny and highs pushing 70 degrees in Central PA, what a difference a few days make! TD Ameritrade tax document update All TD Ameritrade 1099s have been posted to TD’s AdvisorClient portal. They were also mailed out via USPS last week. You should receive a 1099-DIV for each individual or joint account. You […]
February 6, 2018 | Investing
Last week, a number of LifeGuide’s advisors had the opportunity to hear from a Wharton Professor, Vanguard, American Funds and other leading thinkers at TD Ameritrade’s annual LINC conference. There was a general theme of optimism about the overall economy. The recent much-needed correction reminds us that stock growth isn’t a sure thing especially in […]
January 31, 2018 | Investing
As we mentioned in our previous communication, we are continuing to provide you with information about how the new tax bill might impact your situation. Fortunately, Qualified Charitable Distributions (QCDs) have remained in place under the new tax plan, and their value has now increased significantly. As a review, a QCD is a distribution from […]
January 23, 2018 | Financial Life Planning
If your resolution hasn’t lasted, you are not alone. According to U.S. News, approximately 80% of resolutions fail by the second week of February. As an alternative to resolutions, a practice that my wife, Geralyn, and I have found helpful is to talk about our vision and priorities for the upcoming year. We used to […]
January 19, 2018 | Financial Life Planning
We hope you are keeping warm during this chilly start to the new year! One of the subjects that has been occupying our time as we begin the year is the recent tax reform that was passed and signed into law just before Christmas. We will be releasing several communications over the coming months about […]
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!