Skip to main content
Community First Investment Group
menu
  • Home
  • About
    • About Us
    • Our Team
    • Our Process
    • Our Philosophy
    • Who We Serve
    • Careers
  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Business Solutions
  • Resources
    • Featured Links
    • Financial Calculators
    • Blog
    • Podcast
  • Contact
  • LPL Account View

Blog

default blog image
Karen Munsey | May 30, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

Read More
Karen Munsey | May 21, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

Read More
Karen Munsey | May 2, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Karen Munsey | Apr 18, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Karen Munsey | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Karen Munsey | Mar 21, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Karen Munsey | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Karen Munsey | Feb 20, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Karen Munsey | Feb 5, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

Read More
Karen Munsey | Jan 21, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

Read More
Karen Munsey | Jan 3, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

Read More
default blog image
Karen Munsey | Dec 3, 2024

5 Major Retirement Regrets (That Are NOT Inevitable & How to Avoid Them)

Retirement

When are you going to retire?

How did you make that decision?

Many of us look at finances and health when we’re deciding when to retire.

Whether or not we realize

Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Ready to get started?

Book a meeting with one of our advisors to learn more about how we can help you pursue financial goals.

Book a Meeting

Contact

Phone: 765-456-4343

Fax: 1-765-560-3042
larry.rolland@lpl.com
cfigadvisors@lpl.com
nate.hasto@lpl.com

 

Get in touch ›

Kokomo Location

100 N Washington St., Suite A
Kokomo IN 46901

 

 

 

 

 

Westfield Location

707 East State Road 32
Westfield, IN 46074

 

Community First Bank of Indiana provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Community First Bank of Indiana for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html 

LPL Financial Form CRS

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CO, FL, IN, MI, MN, NC, NY, SC, TN, TX, VA, WI.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Community First Bank and Community First Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Group, and may also be employees of Community First Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Bank or Community First Investment Group.  

Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured by FDIC or any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

© 2025 Community First Investment Group All rights reserved.