Blog

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 […]

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 […]

“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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

You may not have been aware, but yes, there is actually a life insurance awareness month – September! To benefit from the awareness month, here are several questions you should consider and ask yourself:   Do I have adequate coverage to protect my family? (The rule of thumb is 8-10x your income!) Is it possible […]

The longer we are in the business and the more investors we help, the more we see how people truly generate and preserve the wealth that God has entrusted to them.  It’s not by forecasting what the Federal Reserve is going to do or reducing your stock allocation because it feels safer.  The solution is sticking to […]

Once again this year, and as a part of our commitment to give back to our community, LifeGuide Financial Advisors was a proud sponsor of the annual Boiling Springs Triathlon. Together, the athletes and sponsors raised $8,000 for Project SHARE of Carlisle, PA to help feed the hungry in Central Pennsylvania.   LifeGuide’s very own Doug Denlinger […]

As a part of our ongoing effort to faithfully serve our clients (and expand our knowledge and capacity), the LifeGuide Team closed down the office last Wednesday and forged into the woods at Olde Towne Lodge in Gardners, Pennsylvania for a day of off-site planning and team-building activities. Professional Coach Mike Greene of IntegrityWorks Coaching […]

An important step in our investment process is to regularly and critically analyze how our investment strategy is working. We continue to observe that sound critical analysis is being increasingly replaced by provocative media which have ratings as a primary agenda. To this end, we often find that they tend to over simplify and sensationalize […]