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Blog

Couple walking in a field with the ocean in the background
Karen Munsey | Oct 31, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Two men sitting at a table and having a conversation
Karen Munsey | Oct 24, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Set of keys beside miniature house
Karen Munsey | Oct 17, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
Read More
Man in a graduation cap and gown
Karen Munsey | Oct 10, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Business page of a newspaper
Karen Munsey | Oct 3, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Toddler standing at the bottom of a stone staircase
Karen Munsey | Sep 26, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Karen Munsey | Sep 19, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
Read More
Grandmother with child
Karen Munsey | Sep 12, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Close up portrait of child giving two thumbs up
Karen Munsey | Sep 5, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Person writing a list in a notebook
Karen Munsey | Aug 29, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
A man sitting on a bench watching a plane take off
Karen Munsey | Aug 22, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
Read More
Two women meeting in an office space.
Karen Munsey | Aug 15, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More

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Ready to get started?

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

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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

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