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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Life insurance checkup

Time for a closer look at your plan? Even strong financial plans need upkeep. Discover reasons to explore a proactive check-in and why it’s worth revisiting areas like insurance coverage, savings and tax strategy. ⬇️

A life insurance checkup helps you make sure your coverage continues to protect the people and promises that are important to you. Evaluate your coverage.

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Wow what a weekend celebrating German Heritage (which I am part German) at the Nation's Largest Oktoberfest and Largest Worldwide outside of Munich! While the weather was warm, the beers were chilled and delicious. I found this one so unique being the world's oldest brewery, founded in 1040! WOW! Which got me thinking about Legacy...I am sure there were times the business struggled and there had to be moments of doubt that crept in, yet here they are over 1000 years later still in business, still producing and providing services to so many abroad the globe! As I get older, legacy is something I think about more often. In fact, I heard this quote recently and it stuck with me. "Don't count your time but make your time count!" Very profound! The biggest compliment I receive is when clients trust me to guide those, they care about most! That might be their family members, colleagues, or even their successors in business. One day we will all leave this world, but the work we do may continue on and continue to impact generations to come! So, my challenge to you is what impact on the world would you like to leave? Who are those you are pouring into to carry the torch? If time is as limited as we know, how do you prioritize to maximize the results? Please share so we can create a community that honors and serves one another in Truth and Grace!

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Wow what a weekend celebrating German Heritage (which I am part German) at the Nation's Largest Oktoberfest and Largest Worldwide outside of Munich! While the weather was warm, the beers were chilled and delicious. I found this one so unique being the world's oldest brewery, founded in 1040! WOW! Which got me thinking about Legacy...I am sure there were times the business struggled and there had to be moments of doubt that crept in, yet here they are over 1000 years later still in business, still producing and providing services to so many abroad the globe! As I get older, legacy is something I think about more often. In fact, I heard this quote recently and it stuck with me. "Don't count your time but make your time count!" Very profound! The biggest compliment I receive is when clients trust me to guide those, they care about most! That might be their family members, colleagues, or even their successors in business. One day we will all leave this world, but the work we do may continue on and continue to impact generations to come! So, my challenge to you is what impact on the world would you like to leave? Who are those you are pouring into to carry the torch? If time is as limited as we know, how do you prioritize to maximize the results? Please share so we can create a community that honors and serves one another in Truth and Grace!

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Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

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Community is VITAL! Grateful to God for helping us find AMAZING community within the neighborhood we bought a house! Last weekend we hosted our annual Oktoberfest block party with our neighbors in front of our street. There was so much fun, laughter, great music and time spent getting to know our neighbors better. I look forward to this event annually and glad to cook for everyone some brats, hotdogs and pretzels that were enjoyed. So often I hear of people trying to do life alone and even believing that is the best way to go through life, but I do not see that in the Bible anywhere! All too often, God invited people to come together and join in with others doing His work. The community we surround ourselves in, becomes a safe place and place we need in good and not-so-good times. Lindsey and I are blessed to have some great neighbors, and we hope to be fantastic neighbors to everyone in our community! I love the energy when our neighbors come together for events like these and other socials throughout the year. Neighbors helping and looking out for one another makes my heart happy and is what I want to be for others in this business. My goal has been to be that "neighbor" to our clients, where we come together to celebrate, socialize, commiserate, and challenge one another! Together life is more enjoyable when we do it with others! Do you have a fun annual celebration you enjoy with others? Have you been to an Oktoberfest celebration? Is there a particular beer you enjoy most during this season? Share for other "neighbors" to help us get to know one another better!

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Community is VITAL! Grateful to God for helping us find AMAZING community within the neighborhood we bought a house! Last weekend we hosted our annual Oktoberfest block party with our neighbors in front of our street. There was so much fun, laughter, great music and time spent getting to know our neighbors better. I look forward to this event annually and glad to cook for everyone some brats, hotdogs and pretzels that were enjoyed. So often I hear of people trying to do life alone and even believing that is the best way to go through life, but I do not see that in the Bible anywhere! All too often, God invited people to come together and join in with others doing His work. The community we surround ourselves in, becomes a safe place and place we need in good and not-so-good times. Lindsey and I are blessed to have some great neighbors, and we hope to be fantastic neighbors to everyone in our community! I love the energy when our neighbors come together for events like these and other socials throughout the year. Neighbors helping and looking out for one another makes my heart happy and is what I want to be for others in this business. My goal has been to be that "neighbor" to our clients, where we come together to celebrate, socialize, commiserate, and challenge one another! Together life is more enjoyable when we do it with others! Do you have a fun annual celebration you enjoy with others? Have you been to an Oktoberfest celebration? Is there a particular beer you enjoy most during this season? Share for other "neighbors" to help us get to know one another better!

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When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

For many people, life insurance doesn't seem necessary until they reach a certain age, get married, or have children. However, life insurance can be beneficial...

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Meet my four-legged, furry nurse! Spoiler alert...I am getting old! This past weekend I participated in a my first pickleball tournament at Pickle Lodge in West Chester! Shout out to the staff there for running a great tournament all weekend long along with an amazingly talented partner in Andrea! We started out strong and won all of our games in our pool play...BUT...I hurt my heel/Achilles going for a drop shot when I pushed off and felt some pain. It severely limited my play the rest of the day and honestly caused me/us to lose in the medal round. I feel awful as I believe had I not had this injury we could've competed with any team there and came out victorious! What it taught me was this...we can only control so much of the outcomes. I stretched prior to playing and played many games, had the right shoe/support but for some reason (probably age with some wear and tear, as I like to play quite a bit) my body decided I pushed it too far and my body decided to slow me down. In life I have found that happens often for me, that if I do not rest, rest will be forced! Boundaries are important and dare I say vital to life! Might be a topic for another post at another time, but I learned how far I can go and now have to rest up. Thankful for a caring "nurse" pictured here and a loving wife (not pictured here) who have allowed me to rest and recover well. A Partnership in life is so valuable to lift and care for another when they are weakened. That is what we aspire to do for our clients, be a Partner is all aspects of life. We are there to celebrate and commiserate, in good times and the worst times! How do you rest and recover? Any tips and tricks you can share?

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Meet my four-legged, furry nurse! Spoiler alert...I am getting old! This past weekend I participated in a my first pickleball tournament at Pickle Lodge in West Chester! Shout out to the staff there for running a great tournament all weekend long along with an amazingly talented partner in Andrea! We started out strong and won all of our games in our pool play...BUT...I hurt my heel/Achilles going for a drop shot when I pushed off and felt some pain. It severely limited my play the rest of the day and honestly caused me/us to lose in the medal round. I feel awful as I believe had I not had this injury we could've competed with any team there and came out victorious! What it taught me was this...we can only control so much of the outcomes. I stretched prior to playing and played many games, had the right shoe/support but for some reason (probably age with some wear and tear, as I like to play quite a bit) my body decided I pushed it too far and my body decided to slow me down. In life I have found that happens often for me, that if I do not rest, rest will be forced! Boundaries are important and dare I say vital to life! Might be a topic for another post at another time, but I learned how far I can go and now have to rest up. Thankful for a caring "nurse" pictured here and a loving wife (not pictured here) who have allowed me to rest and recover well. A Partnership in life is so valuable to lift and care for another when they are weakened. That is what we aspire to do for our clients, be a Partner is all aspects of life. We are there to celebrate and commiserate, in good times and the worst times! How do you rest and recover? Any tips and tricks you can share?

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Pros & cons of paying off your mortgage before you retire

If you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire? While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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It's here…It is finally here! Football season that is! It is my favorite time of year. There is so much optimism from every team’s fanbase, and I am of no exception! This could be OUR year! For those that do not know, spoiler alert, “our” team is the Green Bay Packers! Growing up in Green Bay was so unique. We would see these players with their families in our community after watching them compete on TV over the weekend. To see your childhood heroes in real life was incredible! Growing up in the smallest professional sports city also was so unique. We would have classes cancelled after we won a Super Bowl, teachers wouldn’t assign homework if Packers were playing a Monday Night Football game, our pastor would preach a shorter message on home games that started at Noon (he had season tickets and needed to get to the stadium with all the traffic too). It has been incredible being able to go back to Green Bay where I went to school for most of my childhood now with my wife, who ironically (or as God would have it) also was a Packers fan as her first professional sports team before she even met me! We have been fortunate to go to the stadium and watch a few games with great weather, great friends and amazing outcomes. This year I am excited to see how the football season unfolds and just like football it takes the whole team committed to the same goal, in the same direction and the same energy to succeed! Such is Life! We need all different people coming around one goal, one vision, with tenacity and nearly anything can happen. You can count on our Team at Rooted Financial Advisors to do that for you, your family and your business! Go Rooted Go, doesn’t quite have the same ring as Go Pack Go! But doesn’t mean we do not have less energy for wanting to move and move with you. Enjoy football season no matter what team you cheer for, unless you cheer for da bears! ;)

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It's here…It is finally here! Football season that is! It is my favorite time of year. There is so much optimism from every team’s fanbase, and I am of no exception! This could be OUR year! For those that do not know, spoiler alert, “our” team is the Green Bay Packers! Growing up in Green Bay was so unique. We would see these players with their families in our community after watching them compete on TV over the weekend. To see your childhood heroes in real life was incredible! Growing up in the smallest professional sports city also was so unique. We would have classes cancelled after we won a Super Bowl, teachers wouldn’t assign homework if Packers were playing a Monday Night Football game, our pastor would preach a shorter message on home games that started at Noon (he had season tickets and needed to get to the stadium with all the traffic too). It has been incredible being able to go back to Green Bay where I went to school for most of my childhood now with my wife, who ironically (or as God would have it) also was a Packers fan as her first professional sports team before she even met me! We have been fortunate to go to the stadium and watch a few games with great weather, great friends and amazing outcomes. This year I am excited to see how the football season unfolds and just like football it takes the whole team committed to the same goal, in the same direction and the same energy to succeed! Such is Life! We need all different people coming around one goal, one vision, with tenacity and nearly anything can happen. You can count on our Team at Rooted Financial Advisors to do that for you, your family and your business! Go Rooted Go, doesn’t quite have the same ring as Go Pack Go! But doesn’t mean we do not have less energy for wanting to move and move with you. Enjoy football season no matter what team you cheer for, unless you cheer for da bears! ;)

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As a Business Owner do you ever feel weary with ALL the hats you sometimes wear?? What if you could take one or more off and allow others to do the work you expect!? That is WHY I love working with small business owners and their teams! The lift and jubilation when we meet and find ways to take a hat or two off, is worth the hard work and time spent cultivating a place of confidence and contentment. See most business owners I know, me included, are quite protective of their business and brand. To be invited in, says a lot about the character of the visitor and that person should treat the invitation as such! When we work together, we find ways to understand where you are, dream of a future state, then reverse engineer the necessary steps to achieve the desired outcome! All the while, we do it collaboratively, making sure we truly understand the values that drive you and your business forward. If you are weary, tired of wearing too many hats, reach out and see if putting on one of our hats allows you to feel a bit of relief, knowing you have a powerhouse team behind you every step of the way! Our clients understand we are the company Where Money Means More, and I cannot wait to share that same sentiment with so many others in the coming days, weeks, months and years ahead!! Reach out today and let's have a conversation bringing contentment and clarity to your goals! PS be on the lookout for these hats and snag yourself one at an upcoming event!

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As a Business Owner do you ever feel weary with ALL the hats you sometimes wear?? What if you could take one or more off and allow others to do the work you expect!? That is WHY I love working with small business owners and their teams! The lift and jubilation when we meet and find ways to take a hat or two off, is worth the hard work and time spent cultivating a place of confidence and contentment. See most business owners I know, me included, are quite protective of their business and brand. To be invited in, says a lot about the character of the visitor and that person should treat the invitation as such! When we work together, we find ways to understand where you are, dream of a future state, then reverse engineer the necessary steps to achieve the desired outcome! All the while, we do it collaboratively, making sure we truly understand the values that drive you and your business forward. If you are weary, tired of wearing too many hats, reach out and see if putting on one of our hats allows you to feel a bit of relief, knowing you have a powerhouse team behind you every step of the way! Our clients understand we are the company Where Money Means More, and I cannot wait to share that same sentiment with so many others in the coming days, weeks, months and years ahead!! Reach out today and let's have a conversation bringing contentment and clarity to your goals! PS be on the lookout for these hats and snag yourself one at an upcoming event!

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Should you get life insurance in your 20s? 5 reasons to consider it

Life insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​

When you have children or other dependents, the protection offered by life insurance can become a financial necessity. But that doesn't mean you have to put...

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