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We are developing our procedures as Cumberland County moves into the yellow phase of state reopening. Learn more »

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Updates as we move into PA’s yellow phase of reopening

Posted 5/19/20 —  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 […]

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2014 Economic Review

Market Review The fourth quarter of 2014 closed with global equities in positive territory for the third consecutive year. Global equity markets returned 0.52%1 during the fourth quarter, as measured by the MSCI ACWI Index, outdistancing the -0.65% return for the BofA ML Global Broad Market Bond Index. Global markets were led by the United […]

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LifeGuide Welcomes Baby Joshua Conway

Abby Conway, Insurance Consultant at LifeGuide Financial Advisors, welcomed baby Joshua Jeffrey Conway with her husband Jeff on January 15th at 11:51pm.  With a smoother delivery than she expected, Abby and her new son are healthy and doing well. Joshua, born 8 lbs 13 oz and 21 inches, is already back to his birth weight and […]

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Join us for the Legacy Journey

LifeGuide’s Managing Partner and Dave Ramsey ELP, Doug Denlinger, leads Dave Ramsey’s newest class “The Legacy Journey” in collaboration with Living Water Community Church. Legacy Journey is the seven lesson sequel to Financial Peace University. This class takes a deeper look at what the Bible says about building, managing and passing on wealth. Watch this video to learn more.    […]

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Social Security: Don’t Make a Mistake

Beginning to draw Social Security benefits at the wrong time is a common retirement mistake. We found this article, “Want a fat nest egg? Make the right Social Security choices,” by Shelly Schwartz of CNBC to be helpful.  The article cites that “the average single retiree leaves more than $100,000 in lifetime benefits on the table by fumbling his […]

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Make Sure You Can Reach Us!

Last January, LifeGuide Financial Advisors updated its email addresses. Since then, we auto-forwarded emails sent to advisors4life.com email addresses, but this ends January 19th.   Please check your contact lists to make sure your information is up-to-date. We don’t want to miss any of your emails! To contact us, please use the information below:    TEAM […]

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LifeGuide Invites You to Financial Peace University

As you begin to think about the New Year, we invite you, you family and your friends to attend a nine-week financial discipleship course by Dave Ramsey called Financial Peace University (FPU).    One of LifeGuide’s partners, Zak Lutz, will be leading several classes in collaboration with his church, Living Water Community Church. We care about your financial well-being and […]

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Announcing LifeGuide’s “Share the Blessing” Campaign!

This Christmas season, LifeGuide Financial Advisors is taking part in a campaign unlike anything we have ever done before. As some of you may know, LifeGuide tithes 10% of our firm’s profits into our “Kingdom Builder” giving fund. We use this fund as God leads to support local ministries that we, our clients, or our […]

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LifeGuide’s Doug Denlinger Featured on ProEquities Advisor Spotlight

“ProEquities Advisor Doug Denlinger of LifeGuide Financial Advisors isn’t your average advisor and didn’t want an average approach when it came to marketing his flourishing financial practice,” begins ProEquities’ most recent Advisor Spotlight.     LifeGuide’s own Managing Partner Doug Denlinger was featured in this month’s ProEquities Advisor Spotlight, a testament to our terrific clients and […]

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2015 Health Insurance: What You Need to Know

As of January 1st, 2014, having a Qualified Health Insurance Plan and/or plan offered by a “grandmother” extension became a requirement for every person. If Affordable Employer Coverage is not offered, employees are responsible to purchase insurance independent of their employers. Individuals not insured in 2015 face an Individual Tax Penalty equal to $325/person or […]

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Please Renew the QCD!

As a part of our ongoing commitment to help our clients implement their financial plans in the most tax sensitive way, we have written a message to our congressmen to address the Qualified Charitable Distribution (QCD) provision that has not yet been renewed for 2014.  In previous years, this QCD provision has saved our clients […]

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Social Security Announces 1.7% Increase for 2015

Recently, the Social Security Administration announced that Supplemental Security Income (SSI) benefits for nearly 64 million Americans will increase 1.7 percent in 2015. For those of you that are currently receiving Social Security benefits, you’re getting a raise next year!  This isn’t a huge increase but every little bit helps, right? For those that are […]

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ACTING on the Situation

Thank you for the many great responses to our PIMCO communication.  Your comments and question remind us that we need to do a better job of making you aware of the work that we continue to do for you behind the scenes.  The collective minds of your LifeGuide team are constantly thinking about helping you […]

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National Save for Retirement Week

While many causes are granted a recognized day (such as World Vegetarian Day – October 1st), or in some cases a month (Stress Awareness Month – April), in 2012, the 112th Congress mandated the third week of October to be “National Save for Retirement Week”.  While we hope you’re thinking about your retirement goals and […]

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Bill Gross leaves PIMCO

As a part of our ongoing commitment to educate and keep our investors informed, we sent the following message to each of our clients via email: Dear Client, We wanted to let you know that we are monitoring the recent departure of Bill Gross from PIMCO. Bill Gross co-founded PIMCO in 1971 and managed the PIMCO […]

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Invite to Give! Help us give away our tithe.

It is exciting when a new client realizes the value of our objective advice.  Sometimes it’s hard to see from the outset, but after we holistically optimize their resources behind their goals and dreams in the LifePlanning process, everyone gets excited – including us!  Our clients feel equipped to make smart financial decisions, and often […]

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