June 28, 2024 | Investing
Zak Lutz here, partner and Chief Investment Officer at LifeGuide. Today, I want to share how we manage portfolios in “up and down” markets. After all, helping our clients and their families navigate market turbulence is a major part of our commitment to them! And, by having a clear understanding and plan ahead of time, […]
March 31, 2020 | COVID-19
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 […]
March 27, 2020 | COVID-19
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, […]
March 17, 2020 | COVID-19
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 […]
March 5, 2020 | COVID-19
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 […]
January 13, 2020 | Impact
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 […]
April 26, 2019 | Impact
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 […]
April 19, 2019 | Impact
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 […]
April 12, 2019 | Impact
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 […]
April 5, 2019 | Impact
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 […]
March 29, 2019 | Impact
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 […]
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 […]
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 […]
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 […]